Bank of Montreal
BMO
578 hedge funds and large institutions have $44.7B invested in Bank of Montreal in 2025 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 193 increasing their positions, 183 reducing their positions, and 54 closing their positions.
41% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 54
15% more capital invested
Capital invested by funds: $38.7B → $44.7B (+$5.97B)
2% more funds holding
Funds holding: 565 → 578 (+13)
5% more repeat investments, than reductions
Existing positions increased: 193 | Existing positions reduced: 183
0.66% less ownership
Funds ownership: 48.57% → 47.91% (-0.66%)
12% less funds holding in top 10
Funds holding in top 10: 26 → 23 (-3)
34% less call options, than puts
Call options by funds: $1.13B | Put options by funds: $1.71B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$478M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$384M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$311M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
+$212M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$153M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$242M |
| 2 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$214M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$177M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$148M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$131M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TPWA
626
Twin Peaks Wealth Advisors
Burlingame,
California
| – | -$16.3K | -144 | Closed |
|
|
SO
627
Sierra Ocean
Ripon,
California
| – | -$13.3K | -120 | Closed |
|
|
NC
628
NewSquare Capital
Newtown Square,
Pennsylvania
| – | -$10.1K | -91 | Closed |
|
|
BIG
629
Brooklyn Investment Group
Brooklyn,
New York
| – | -$9.41K | -86 | Closed |
|
|
WTC
630
WhitTier Trust Company
Reno,
Nevada
| – | -$4.42K | -40 | Closed |
|
|
MPW
631
MASECO Private Wealth
London,
| – | -$3.91K | -35 | Closed |
|
632
Optiver Holding
Amsterdam,
Netherlands
| – | -$1.22K | -11 | Closed |
|
BMO Hedge Fund Activity: Q3 2025 in Review
578 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q3 2025, worth a combined $44.7B — up 15% from $38.7B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new BMO positions and 54 closed out — a net gain of 22 holders — while 193 added to existing stakes and 183 trimmed.
The largest buyer was Fidelity International, adding an estimated $478M. The largest seller was Goldman Sachs, cutting an estimated $242M.
- 578 institutional investors held Bank of Montreal (BMO) as of Q3 2025, up from 565 in Q2 2025.
- Funds reported $44.7B of Bank of Montreal stock for Q3 2025, up 15% quarter-over-quarter.
- 76 funds opened new Bank of Montreal positions in Q3 2025 and 54 closed out, a net change of +22 holders.
- The largest Bank of Montreal buyer in Q3 2025 was Fidelity International, an estimated $478M added.
- The largest Bank of Montreal seller in Q3 2025 was Goldman Sachs, an estimated $242M sold.
Based on aggregated 13F filings for Q3 2025.