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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
VIA
76
Vanguard Investments Australia
Australia
$47.7M
Franklin Resources
77
Franklin Resources
California
$46.7M
American Century Companies
78
American Century Companies
Missouri
$46.4M
Russell Investments Group
79
Russell Investments Group
United Kingdom
$45.3M
Raymond James Financial
80
Raymond James Financial
Florida
$43.9M
APG Asset Management
81
APG Asset Management
Netherlands
$43.3M
PUI
82
Purpose Unlimited Inc
$43.1M
Zurich Cantonal Bank
83
Zurich Cantonal Bank
Switzerland
$41.8M
D.E. Shaw & Co
84
D.E. Shaw & Co
New York
$40.9M
Wells Fargo
85
Wells Fargo
California
$39.3M
LPL Financial
86
LPL Financial
California
$39.2M
First Trust Advisors
87
First Trust Advisors
Illinois
$36.9M
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$36.6M
State of Wisconsin Investment Board
89
State of Wisconsin Investment Board
Wisconsin
$33.5M
CS
90
Candriam SCA
Luxembourg
$32.9M
Millennium Management
91
Millennium Management
New York
$32.7M
PMAM
92
Picton Mahoney Asset Management
Ontario, Canada
$32.2M
CWP
93
Capital Wealth Planning
Florida
$31.7M
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$28.9M
BNP Paribas Asset Management
95
BNP Paribas Asset Management
France
$28.4M
MBI
96
Montrusco Bolton Investments
Quebec, Canada
$27.7M
Neuberger Berman Group
97
Neuberger Berman Group
New York
$27.5M
IMCOOI
98
Investment Management Corp of Ontario (IMCO)
Canada
$27M
RAM
99
Rempart Asset Management
Canada
$25.9M
IIM
100
INTECH Investment Management
Florida
$25.3M