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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.

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

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
AGF Management
Ontario, Canada
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$5.76M +$860K +8,865 +18%
ZB
127
Zions Bancorporation
Utah
$5.76M +$5.75M +59,200 +33,446%
Ameriprise
128
Ameriprise
Minnesota
$5.72M -$969K -8,794 -14%
NB
129
Northwest Bancshares
Pennsylvania
$5.5M -$657K -6,774 -11%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$5.41M +$3.51M +36,195 +185%
Commonwealth Equity Services
131
Commonwealth Equity Services
Massachusetts
$5.4M +$95.9K +988 +2%
AllianceBernstein
132
AllianceBernstein
Tennessee
$5.29M -$2.62K -27 -0%
O
133
Ossiam
France
$5.2M -$2.29M -23,583 -31%
DIA
134
Dana Investment Advisors
Wisconsin
$5.16M -$13.1K -135 -0.3%
Man Group
135
Man Group
United Kingdom
$5.12M +$1.75M +18,075 +52%
BPA
136
Beacon Pointe Advisors
California
$5.06M +$40.3K +415 +0.8%
RBC
137
Romano Brothers & Co
Illinois
$5.04M +$38.8K +400 +0.8%
Ensign Peak Advisors
138
Ensign Peak Advisors
Utah
$5.02M – – –
Mariner
139
Mariner
Kansas
$4.87M +$360K +3,709 +8%
Assenagon Asset Management
140
Assenagon Asset Management
Luxembourg
$4.8M -$121K -1,249 -2%
USAA
141
United Services Automobile Association
Texas
$4.77M – – –
Allianz Asset Management
142
Allianz Asset Management
Germany
$4.5M +$25.2K +260 +0.6%
Creative Planning
143
Creative Planning
Kansas
$4.46M +$1.14M +11,769 +34%
NB
144
NBT Bank
New York
$4.45M – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.31M +$4.31M +44,409 New
PIC
146
PCJ Investment Counsel
Ontario, Canada
$4.27M +$4.27M +44,040 New
MSRPS
147
Maryland State Retirement & Pension System
Maryland
$4.18M +$20.4K +210 +0.5%
RG
148
Rathbones Group
United Kingdom
$4.13M -$539K -5,560 -12%
KJHP
149
K.J. Harrison & Partners
Ontario, Canada
$3.85M -$34.2K -353 -0.9%
Axa
150
Axa
France
$3.77M -$15.7M -161,315 -81%
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