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Bank of Montreal
BMO

Overview Fund Activity

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$288M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Bank of America
Bank of America
North Carolina
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M
5
Morgan Stanley
Morgan Stanley
New York
+$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$284M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$195M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$163M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
51
Hillsdale Investment Management
Ontario, Canada
$61.2M +$21.5M +225,250 +54%
BCIM
52
British Columbia Investment Management
British Columbia, Canada
$59.7M +$16.4M +171,686 +38%
BlackRock
53
BlackRock
New York
$59.5M +$2.01M +21,011 +3%
Northern Trust
54
Northern Trust
Illinois
$54.5M +$3.15M +32,989 +6%
SRAIM
55
Scheer Rowlett & Associates Investment Management
Ontario, Canada
$53.8M +$19.7M +206,159 +58%
NL
56
Nuveen LLC
North Carolina
$52.1M +$52.1M +545,351 New
Aviva
57
Aviva
United Kingdom
$48.8M +$6.82M +71,333 +16%
VPI
58
Value Partners Investments
Manitoba, Canada
$48.6M +$37.8M +395,627 +352%
BONST
59
Bank of Nova Scotia Trust
Ontario, Canada
$48.4M +$259K +2,710 +0.5%
Raymond James Financial
60
Raymond James Financial
Florida
$47.1M -$479K -5,019 -1%
Voloridge Investment Management
61
Voloridge Investment Management
Florida
$46.6M -$16.2M -169,093 -26%
Canada Life
62
Canada Life
Manitoba, Canada
$45.6M -$231K -2,417 -0.5%
Wells Fargo
63
Wells Fargo
California
$44.4M +$1.21M +12,676 +3%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$44.3M +$325K +3,403 +0.7%
Two Sigma Investments
65
Two Sigma Investments
New York
$44.3M -$4.15M -43,400 -9%
Korea Investment Corp
66
Korea Investment Corp
South Korea
$43.8M -$1.81M -18,975 -4%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$41.3M -$43M -450,555 -51%
First Trust Advisors
68
First Trust Advisors
Illinois
$41.1M -$1.61M -16,867 -4%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$40M +$39.2K +411 +0.1%
Pictet Asset Management
70
Pictet Asset Management
Switzerland
$38.1M +$1.71M +17,958 +5%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$36.3M -$7.71M -80,831 -18%
APG Asset Management
72
APG Asset Management
Netherlands
$35.1M -$8.84K -100 -0%
LPL Financial
73
LPL Financial
California
$33.7M +$2.7M +28,256 +9%
Franklin Resources
74
Franklin Resources
California
$32.4M +$438K +4,585 +1%
GP
75
Guardian Partners
Canada
$31.8M -$2.52M -27,758 -7%
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