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Bank of Montreal
BMO

Overview Fund Activity

550 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 181 increasing their positions, 193 reducing their positions, and 48 closing their positions.

Holders
550
Holders Change
+4
Holders Change %
+0.73%
% of All Funds
7.39%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
64
Increased
181
Reduced
193
Closed
48
Calls
$668M
Puts
$1.35B
Net Calls
-$685M
Net Calls Change
-$138M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$1.18B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$7.24B
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$528M
4
Public Sector Pension Investment Board (PSP Investments)
4
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$240M
5
Goldman Sachs
5
Goldman Sachs
New York
$607M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$1.5B
2
National Bank of Canada
2
National Bank of Canada
Quebec, Canada
$1.14B
3
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$3.15B
5
AIMCA
5
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$6.91M 62,546 -11,817 -16%
ZBNA
127
Zions Bancorporation, National Association
Utah
$6.72M 60,782 -348 -0.6%
AF
128
Avanza Fonder
Sweden
$6.68M 44,232 – –
CAM
129
Cidel Asset Management
Ontario, Canada
$6.64M 60,021 -177,173 -75%
Bessemer Group
130
Bessemer Group
New Jersey
$6.48M 58,548 -264,678 -82%
M&T Bank
131
M&T Bank
New York
$6.43M 58,087 -333 -0.6%
NB
132
Northwest Bancshares
Pennsylvania
$6.06M 54,810 -746 -1%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$6.06M 54,744 +3,565 +7%
SNT
134
SIG North Trading
Pennsylvania
$6.05M 54,698 -133,932 -71%
KJHP
135
K.J. Harrison & Partners
Ontario, Canada
$5.81M 52,488 +12,785 +32%
BPA
136
Beacon Pointe Advisors
California
$5.77M 52,195 +60 +0.1%
AllianceBernstein
137
AllianceBernstein
Tennessee
$5.77M 52,156 -5,644 -10%
DIA
138
Dana Investment Advisors
Wisconsin
$5.74M 51,858 -400 -0.8%
XT
139
XTX Topco
Cayman Islands
$5.64M 51,021 +26,568 +109%
RBC
140
Romano Brothers & Co
Illinois
$5.64M 50,983 -450 -0.9%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.61M 50,678 -15,288 -23%
DJSG
142
D.J. St. Germain
Massachusetts
$5.39M 48,745 -20,075 -29%
Creative Planning
143
Creative Planning
Kansas
$5.36M 48,457 -847 -2%
Ameriprise
144
Ameriprise
Minnesota
$5.27M 42,789 -9,744 -19%
PIC
145
PCJ Investment Counsel
Ontario, Canada
$5.25M 47,360 -9,510 -17%
Mariner
146
Mariner
Kansas
$5.15M 46,529 -3,139 -6%
NB
147
NBT Bank
New York
$5.1M 46,087 +44,075 +2,191%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$4.78M 43,229 -4,000 -8%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$4.72M 42,680 -13,192 -24%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$4.69M 42,355 -12,795 -23%
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