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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
$495M
2
Goldman Sachs
Goldman Sachs
New York
$390M
3
Bank of America
Bank of America
North Carolina
$348M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$351M
5
Morgan Stanley
Morgan Stanley
New York
$253M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.5B
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$971M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$307M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$584M
Name Holding Trade Value Shares
Change 		Shares
Change %
IMCOOI
101
Investment Management Corp of Ontario (IMCO)
Canada
$13.6M +$1.84M +19,237 +16%
MSV
102
MN Services Vermogensbeheer
Netherlands
$12.9M -$2.16M -22,600 -14%
GAM
103
Generali Asset Management
Italy
$12.8M +$2.94M +21,381 +30%
Wellington Management Group
104
Wellington Management Group
Massachusetts
$12.6M -$2.92M -30,597 -19%
Neuberger Berman Group
105
Neuberger Berman Group
New York
$12.2M -$691K -7,236 -5%
PFSRSONJ
106
Police & Firemen's Retirement System of New Jersey
New Jersey
$12M +$209K +2,185 +2%
BCM
107
Barometer Capital Management
Ontario, Canada
$11.1M +$11.1M +81,722 New
ATN
108
AMF Tjänstepension
Sweden
$11M – – –
PFP
109
Pinnacle Financial Partners
Tennessee
$11M -$2.45M -25,684 -18%
Capital Fund Management (CFM)
110
Capital Fund Management (CFM)
France
$10.9M -$1.4M -14,606 -11%
Vontobel Holding
111
Vontobel Holding
Switzerland
$10.8M – – –
Axa
112
Axa
France
$10.8M +$7.04M +73,685 +189%
UIM
113
USS Investment Management
United Kingdom
$10.4M – – –
Man Group
114
Man Group
United Kingdom
$10.1M +$5.11M +53,513 +101%
IIM
115
INTECH Investment Management
Florida
$9.95M +$2.3M +24,044 +30%
Skandinaviska Enskilda Banken (SEB)
116
Skandinaviska Enskilda Banken (SEB)
Sweden
$9.5M +$235K +2,463 +3%
AAIM
117
American Assets Investment Management
California
$9.17M – – –
Macquarie Group
118
Macquarie Group
Australia
$9.06M +$8.84M +64,809 +3,991%
Truist Financial
119
Truist Financial
North Carolina
$8.79M +$40.7K +426 +0.5%
CAM
120
Claret Asset Management
Quebec, Canada
$8.35M +$8.35M +87,422 New
URS
121
Utah Retirement Systems
Utah
$7.75M – – –
Janus Henderson Group
122
Janus Henderson Group
United Kingdom
$7.11M -$229K -2,400 -3%
LSWM
123
Lorne Steinberg Wealth Management
Canada
$7.09M +$496K +5,191 +8%
Citadel Advisors
124
Citadel Advisors
Florida
$6.76M +$627K +6,567 +10%
Public Sector Pension Investment Board (PSP Investments)
125
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.71M +$28.6K +300 +0.4%
3 4
5
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