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Bank of Montreal

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Shares
Change %
RWMH
576
Riverpoint Wealth Management Holdings
Illinois
-$201K -2,075 Closed
SFG
577
SNS Financial Group
Minnesota
-$200K -2,065 Closed
OC
578
Oarsman Capital
Wisconsin
-$194K -1,998 Closed
CJL
579
Cyrus J. Lawrence
New York
-$135K -1,400 Closed
BCWM
580
Bartlett & Co Wealth Management
Ohio
-$129K -1,330 Closed
WCM
581
Winthrop Capital Management
Indiana
-$103K -1,058 Closed
MSWM
582
McGlone Suttner Wealth Management
Wisconsin
-$76.4K -788 Closed
DF
583
Dunhill Financial
United Kingdom
-$38.8K -400 Closed
PFA
584
Pathway Financial Advisers
Indiana
-$33K -341 Closed
CFGS
585
Concourse Financial Group Securities
Alabama
-$24K -240 Closed
AWM
586
Avior Wealth Management
Nebraska
-$21.2K -218 Closed
VWM
587
Venturi Wealth Management
Texas
-$13.9K -143 Closed
FDCP
588
Foster Dykema Cabot & Partners
Massachusetts
-$12.6K -130 Closed
SVCP
589
Silicon Valley Capital Partners
California
-$11.8K -122 Closed
OP
590
ORG Partners
Indiana
-$5.73K -59 Closed
SFG
591
Stonebridge Financial Group
Pennsylvania
-$4.85K -50 Closed
KIM
592
Kestra Investment Management
Texas
-$3.79K -39 Closed
Optiver Holding
593
Optiver Holding
Netherlands
-$2.72K -28 Closed
VHAM
594
Van Hulzen Asset Management
California
-$195 -2 Closed