Bank of Montreal
BMO
556 hedge funds and large institutions have $33.1B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 187 increasing their positions, 167 reducing their positions, and 47 closing their positions.
60% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 47
12% more repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 167
4% more funds holding
Funds holding: 536 → 556 (+20)
0.19% more ownership
Funds ownership: 47.21% → 47.39% (+0.19%)
0% more funds holding in top 10
Funds holding in top 10: 25 → 25 (0)
1% less capital invested
Capital invested by funds: $33.4B → $33.1B (-$372M)
48% less call options, than puts
Call options by funds: $584M | Put options by funds: $1.13B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$298M |
| 2 |
Goldman Sachs
New York
|
+$269M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$188M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$145M |
| 5 |
Morgan Stanley
New York
|
+$110M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$294M |
| 2 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$202M |
| 3 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$169M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$102M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$79.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KIM
601
Kestra Investment Management
Austin,
Texas
| – | -$3.79K | -39 | Closed |
|
602
Optiver Holding
Amsterdam,
Netherlands
| – | -$2.72K | -28 | Closed |
|
|
VHAM
603
Van Hulzen Asset Management
El Dorado Hills,
California
| – | -$195 | -2 | Closed |
|
BMO Hedge Fund Activity: Q1 2025 in Review
556 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2025, worth a combined $33.1B — down 1.1% from $33.4B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new BMO positions and 47 closed out — a net gain of 28 holders — while 187 added to existing stakes and 167 trimmed.
The largest buyer was Fidelity International, adding an estimated $298M. The largest seller was Royal Bank of Canada, cutting an estimated $294M.
- 556 institutional investors held Bank of Montreal (BMO) as of Q1 2025, up from 536 in Q4 2024.
- Funds reported $33.1B of Bank of Montreal stock for Q1 2025, down 1.1% quarter-over-quarter.
- 75 funds opened new Bank of Montreal positions in Q1 2025 and 47 closed out, a net change of +28 holders.
- The largest Bank of Montreal buyer in Q1 2025 was Fidelity International, an estimated $298M added.
- The largest Bank of Montreal seller in Q1 2025 was Royal Bank of Canada, an estimated $294M sold.
Based on aggregated 13F filings for Q1 2025.