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Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.88B
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$2.9B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M
4
Mackenzie Financial
4
Mackenzie Financial
Ontario, Canada
$1.18B
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$824M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
4
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
5
AGF Management
Ontario, Canada
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
76
LPL Financial
California
$31.5M +$23.1M +238,193 +277%
Zurich Cantonal Bank
77
Zurich Cantonal Bank
Switzerland
$28.3M +$1.86M +19,147 +7%
UBS Group
78
UBS Group
Switzerland
$26.4M -$9.48M -97,640 -26%
Citigroup
79
Citigroup
New York
$26.4M +$10.3M +106,546 +65%
Millennium Management
80
Millennium Management
New York
$26M +$18.7M +192,257 +253%
CI
81
Canerector Inc
Ontario, Canada
$23.9M +$23.9M +125,000 New
Russell Investments Group
82
Russell Investments Group
United Kingdom
$23.1M +$2.67M +27,554 +13%
CAM
83
Cidel Asset Management
Ontario, Canada
$22.7M -$1.46M -15,075 -6%
Stifel Financial
84
Stifel Financial
Missouri
$22.4M +$8.25M +84,963 +58%
RAM
85
Rempart Asset Management
Canada
$21.9M +$134K +1,380 +0.6%
OAC
86
OMERS Administration Corp
Ontario, Canada
$21.3M – – –
VanEck Associates
87
VanEck Associates
New York
$18.9M +$481K +4,958 +3%
American Century Companies
88
American Century Companies
Missouri
$18.9M +$1.39M +14,351 +8%
DWM
89
Dorchester Wealth Management
Quebec, Canada
$17.7M +$75.9K +788 +0.4%
Jane Street
90
Jane Street
New York
$17.6M +$9.94M +102,442 +130%
FRAF
91
Första AP-fonden
Sweden
$16.8M -$834K -8,600 -5%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$15.9M +$6.74M +69,500 +74%
VMPIC
93
Varma Mutual Pension Insurance Co
Finland
$15.8M -$4.72M -48,600 -23%
Wellington Management Group
94
Wellington Management Group
Massachusetts
$15.8M +$3.58M +36,931 +29%
LF
95
Lansforsakringar Fondforvaltning
Sweden
$15.7M +$15.7M +161,418 New
BAM
96
Burgundy Asset Management
Ontario, Canada
$15.5M – – –
MSV
97
MN Services Vermogensbeheer
Netherlands
$15.3M +$233K +2,400 +2%
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$14.9M +$972K +10,024 +7%
NEI
99
Northwest & Ethical Investments
Ontario, Canada
$14M +$2.74M +28,243 +24%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$13.9M – – –
2 3
4
5 6