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Bank of Montreal

632 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, 204 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:

5% less repeat investments, than reductions

Existing positions increased: 204 | 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
632
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
Q1WB
626
Quest 10 Wealth Builders
Virginia
$541
FFA
627
Frazier Financial Advisors
Ohio
$407
RWM
628
RMG Wealth Management
Wisconsin
$306
NWS
629
Nvest Wealth Strategies
Ohio
$271
HNW
630
High Note Wealth
Minnesota
$135
MSWM
631
Mowery & Schoenfeld Wealth Management
Illinois
$127
Norges Bank
632
Norges Bank
Norway
FAF
633
Första AP-fonden
Sweden
Skandinaviska Enskilda Banken (SEB)
634
Skandinaviska Enskilda Banken (SEB)
Sweden
Renaissance Technologies
635
Renaissance Technologies
New York
FIA
636
FNY Investment Advisers
New York
Two Sigma Advisers
637
Two Sigma Advisers
New York
SM
638
Sciencast Management
New Jersey
WCA
639
Waratah Capital Advisors
Ontario, Canada
IMPI
640
Ilmarinen Mutual Pension Insurance
Finland
Wealth Enhancement Advisory Services
641
Wealth Enhancement Advisory Services
Minnesota
SNT
642
SIG North Trading
Pennsylvania
Point72 Asset Management
643
Point72 Asset Management
Connecticut
CP
644
CenterBook Partners
Connecticut
Principal Financial Group
645
Principal Financial Group
Iowa
QT
646
Quantbot Technologies
New York
ET
647
Entropy Technologies
New York
OTPPB
648
Ontario Teachers' Pension Plan Board
Ontario, Canada
ATPW
649
Ashton Thomas Private Wealth
Arizona
Susquehanna International Group
650
Susquehanna International Group
Pennsylvania