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Bank of Montreal

634 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

4% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
634
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
576
JFS Wealth Advisors
Pennsylvania
$16.4K
MA
577
MCF Advisors
Kentucky
$14.9K
SFAM
578
Sawyer Falduto Asset Management
Illinois
$14.9K
EP
579
Essential Partners
California
$14.8K
PWPS
580
Pinnacle Wealth Planning Services
Ohio
$14.5K
PGAM
581
Princeton Global Asset Management
New Jersey
$13.5K
BFS
582
Bare Financial Services
Pennsylvania
$12.6K
Nisa Investment Advisors
583
Nisa Investment Advisors
Missouri
$12.2K
HFM
584
Harvest Fund Management
China
$12K
MWC
585
MBM Wealth Consultants
Missouri
$11.8K
RF
586
Rossby Financial
Florida
$11.1K
RWPA
587
Richard W. Paul & Associates
Michigan
$10.8K
GIA
588
GHP Investment Advisors
Colorado
$10.7K
SRCM
589
Signature Resources Capital Management
California
$9.61K
WIM
590
Westside Investment Management
California
$9.54K
FC
591
Financial Consulate
Maryland
$9.47K
HWP
592
Highline Wealth Partners
California
$8.8K
CTB
593
Country Trust Bank
Illinois
$8.39K
PWA
594
Physician Wealth Advisors
Utah
$8.12K
TCM
595
Triumph Capital Management
Colorado
$7.71K
ME
596
McIlrath & Eck
Washington
$7.44K
LAS
597
Lloyd Advisory Services
Georgia
$7.31K
KFG
598
Kingdom Financial Group
Arizona
$7.31K
FA
599
Financial Avengers
California
$6.77K
MCM
600
MV Capital Management
Maryland
$6.77K