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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
CT
626
Colonial Trust
South Carolina
$921
CFD
627
Creative Financial Designs
Indiana
$812
Q1WB
628
Quest 10 Wealth Builders
Virginia
$541
FFA
629
Frazier Financial Advisors
Ohio
$407
RWM
630
RMG Wealth Management
Wisconsin
$306
NWS
631
Nvest Wealth Strategies
Ohio
$271
HNW
632
High Note Wealth
Minnesota
$135
MSWM
633
Mowery & Schoenfeld Wealth Management
Illinois
$127
Norges Bank
634
Norges Bank
Norway
FAF
635
Första AP-fonden
Sweden
Skandinaviska Enskilda Banken (SEB)
636
Skandinaviska Enskilda Banken (SEB)
Sweden
Renaissance Technologies
637
Renaissance Technologies
New York
FIA
638
FNY Investment Advisers
New York
Two Sigma Advisers
639
Two Sigma Advisers
New York
SM
640
Sciencast Management
New Jersey
WCA
641
Waratah Capital Advisors
Ontario, Canada
IMPI
642
Ilmarinen Mutual Pension Insurance
Finland
Wealth Enhancement Advisory Services
643
Wealth Enhancement Advisory Services
Minnesota
SNT
644
SIG North Trading
Pennsylvania
Point72 Asset Management
645
Point72 Asset Management
Connecticut
CP
646
CenterBook Partners
Connecticut
Principal Financial Group
647
Principal Financial Group
Iowa
QT
648
Quantbot Technologies
New York
ET
649
Entropy Technologies
New York
OTPPB
650
Ontario Teachers' Pension Plan Board
Ontario, Canada