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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
AEPWM
601
Atlantic Edge Private Wealth Management
Florida
$6.77K
RF
602
RetireMitten Financial
Michigan
$6.77K
FP
603
Financial Perspectives
Minnesota
$6.55K
SIC
604
SJS Investment Consulting
Ohio
$5.82K
CTA
605
Colonial Trust Advisors
South Carolina
$5.41K
PCM
606
Penserra Capital Management
California
$5K
MPW
607
MASECO Private Wealth
$4.82K
WPWM
608
Western Pacific Wealth Management
Illinois
$4.33K
RFP
609
Root Financial Partners
California
$3.92K
SC
610
Steph & Co
Wisconsin
$3.38K
BIA
611
Bell Investment Advisors
California
$3.11K
GFA
612
Godfrey Financial Associates
New York
$3.11K
PFBT
613
Parkside Financial Bank & Trust
Missouri
$3.11K
CFM
614
Cornerstone Financial Management
Massachusetts
$3.11K
VNA
615
Valley National Advisers
Pennsylvania
$3K
KG
616
Kilter Group
New York
$2.98K
EWM
617
Evolution Wealth Management
Florida
$2.44K
Optiver Holding
618
Optiver Holding
Netherlands
$2.03K
HFS
619
Hantz Financial Services
Michigan
$2K
WA
620
Westfuller Advisors
New York
$1.87K
CA
621
CoreCap Advisors
Michigan
$1.64K
PWAM
622
Private Wealth Asset Management
Iowa
$1.62K
IWS
623
Intentional Wealth Strategies
Colorado
$1.49K
SHIM
624
Stone House Investment Management
Pennsylvania
$1.35K
FNWA
625
Financial Network Wealth Advisors
Utah
$1.08K