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Bank of Montreal
BMO

Overview Fund Activity

552 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
7.4%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
65
Increased
181
Reduced
194
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
101
DekaBank Deutsche Girozentrale
Germany
$15.8M -$17.4K -160 -0.1%
BCM
102
Barometer Capital Management
Ontario, Canada
$15.8M +$3.56M +23,850 +29%
IMCOOI
103
Investment Management Corp of Ontario (IMCO)
Canada
$15.5M -$182K -1,643 -1%
MSV
104
MN Services Vermogensbeheer
Netherlands
$15.4M +$465K +4,200 +3%
VMPIC
105
Varma Mutual Pension Insurance Co
Finland
$15.2M -$951K -8,600 -6%
GAM
106
Generali Asset Management
Italy
$14.5M +$492K +3,262 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
107
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$14.1M +$8.51M +76,970 +151%
PFSRSONJ
108
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.3M -$534K -4,824 -4%
Vontobel Holding
109
Vontobel Holding
Switzerland
$12.2M -$399K -3,600 -3%
Man Group
110
Man Group
United Kingdom
$12.2M +$425K +3,846 +4%
Capital Fund Management (CFM)
111
Capital Fund Management (CFM)
France
$12.1M -$457K -4,132 -4%
UIM
112
USS Investment Management
United Kingdom
$12.1M +$16K +144 +0.1%
Skandinaviska Enskilda Banken (SEB)
113
Skandinaviska Enskilda Banken (SEB)
Sweden
$12M +$1.01M +9,100 +9%
Wellington Management Group
114
Wellington Management Group
Massachusetts
$11.6M -$3.01M -27,177 -21%
CCIA
115
Campbell & Co Investment Adviser
Maryland
$11.5M +$11.5M +104,104 New
TPM
116
Triasima Portfolio Management
Quebec, Canada
$11.5M -$4.37M -39,505 -28%
AAIM
117
American Assets Investment Management
California
$10.6M – – –
Macquarie Group
118
Macquarie Group
Australia
$10.2M +$250K +1,668 +3%
LSWM
119
Lorne Steinberg Wealth Management
Canada
$10.2M +$1.98M +17,883 +24%
Truist Financial
120
Truist Financial
North Carolina
$10M -$146K -1,316 -1%
CAM
121
Claret Asset Management
Quebec, Canada
$9.81M +$119K +1,071 +1%
Twin Tree Management
122
Twin Tree Management
Texas
$9.36M +$8.58M +77,584 +1,102%
URS
123
Utah Retirement Systems
Utah
$8.98M – – –
MSRPS
124
Maryland State Retirement & Pension System
Maryland
$7.63M +$45.9K +414 +0.6%
Wealth Enhancement Advisory Services
125
Wealth Enhancement Advisory Services
Minnesota
$7.53M +$816K +7,209 +12%
3 4
5
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