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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
CPCM
101
Cardinal Point Capital Management
Ontario, Canada
$23.9M
CI
102
Canerector Inc
Ontario, Canada
$23.6M
SAM
103
SEB Asset Management
$23.5M
LF
104
Lansforsakringar Fondforvaltning
Sweden
$22.4M
MSV
105
MN Services Vermogensbeheer
Netherlands
$22.3M
Grantham, Mayo, Van Otterloo & Co (GMO)
106
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$21.2M
PTPFOECYE
107
PBU - The Pension Fund of Early Childhood & Youth Educators
$20.7M
NEI
108
Northwest & Ethical Investments
Ontario, Canada
$20.3M
DekaBank Deutsche Girozentrale
109
DekaBank Deutsche Girozentrale
Germany
$19.9M
VMPIC
110
Varma Mutual Pension Insurance Co
Finland
$19.4M
TPM
111
Triasima Portfolio Management
Quebec, Canada
$19M
GAM
112
Generali Asset Management
Italy
$18.1M
CAM
113
Cidel Asset Management
Ontario, Canada
$17.6M
SLAM
114
Swiss Life Asset Management
$16.6M
OCA
115
OpenArc Corporate Advisory
Georgia
$15.7M
GCM
116
Genus Capital Management
British Columbia, Canada
$15.2M
UIM
117
USS Investment Management
United Kingdom
$14.9M
Vontobel Holding
118
Vontobel Holding
Switzerland
$14.5M
PFPG
119
Pinnacle Financial Partners (Georgia)
Georgia
$14.3M
LSWM
120
Lorne Steinberg Wealth Management
Canada
$13.6M
Stifel Financial
121
Stifel Financial
Missouri
$13.4M
AAIM
122
American Assets Investment Management
California
$13M
PFSRSONJ
123
Police & Firemen's Retirement System of New Jersey
New Jersey
$12.6M
Wellington Management Group
124
Wellington Management Group
Massachusetts
$12.4M
SFI
125
Susquehanna Fundamental Investments
Pennsylvania
$12.1M