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Bank of Montreal
BMO

Overview Fund Activity

550 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 181 increasing their positions, 193 reducing their positions, and 48 closing their positions.

Holders
550
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
7.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
64
Increased
181
Reduced
193
Closed
48
Calls
$668M
Puts
$1.35B
Net Calls
-$685M
Net Calls Change
-$138M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.18B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.24B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$528M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$607M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$1.5B
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.14B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.15B
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of New York Mellon
51
Bank of New York Mellon
New York
$84.6M 765,073 +18,460 +2%
BCIM
52
British Columbia Investment Management
British Columbia, Canada
$82M 739,598 +114,458 +18%
PMAM
53
Picton Mahoney Asset Management
Ontario, Canada
$79.1M 716,881 +716,881 New
AM
54
AGF Management
Ontario, Canada
$77.1M 606,948 -27,857 -4%
Two Sigma Investments
55
Two Sigma Investments
New York
$69.3M 626,346 +162,406 +35%
SRAIM
56
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$67.4M 607,701 +44,618 +8%
BlackRock
57
BlackRock
New York
$65.8M 594,559 -27,908 -4%
HIM
58
Hillsdale Investment Management
Ontario, Canada
$61.3M 552,939 -87,345 -14%
Aviva
59
Aviva
United Kingdom
$60.3M 544,477 +34,065 +7%
NL
60
Nuveen LLC
North Carolina
$59.7M 540,129 -5,222 -1%
Northern Trust
61
Northern Trust
Illinois
$58.1M 525,348 -45,450 -8%
Korea Investment Corp
62
Korea Investment Corp
South Korea
$57M 515,064 +55,848 +12%
BONST
63
Bank of Nova Scotia Trust
Ontario, Canada
$56.5M 510,282 +3,958 +0.8%
VPI
64
Value Partners Investments
Manitoba, Canada
$56.1M 506,862 -1,273 -0.3%
Raymond James Financial
65
Raymond James Financial
Florida
$54.4M 492,128 -1,085 -0.2%
Wells Fargo
66
Wells Fargo
California
$51.5M 464,564 -198 -0%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$50.1M 453,070 -11,053 -2%
Canada Life
68
Canada Life
Manitoba, Canada
$48M 433,739 -43,910 -9%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$46.3M 418,739 – –
Qube Research & Technologies (QRT)
70
Qube Research & Technologies (QRT)
United Kingdom
$45.5M 411,108 +256,755 +166%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$44.7M 403,185 +23,046 +6%
Pictet Asset Management
72
Pictet Asset Management
Switzerland
$44.5M 402,737 +3,879 +1%
VanEck Associates
73
VanEck Associates
New York
$43.2M 389,839 +112,378 +41%
LPL Financial
74
LPL Financial
California
$42.6M 384,717 +32,193 +9%
First Trust Advisors
75
First Trust Advisors
Illinois
$41M 370,818 -59,750 -14%
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