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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 %
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$6.91M -$1.31M -11,817 -16%
ZBNA
127
Zions Bancorporation, National Association
Utah
$6.72M -$38.5K -348 -0.6%
AF
128
Avanza Fonder
Sweden
$6.68M – – –
CAM
129
Cidel Asset Management
Ontario, Canada
$6.64M -$19.6M -177,173 -75%
Bessemer Group
130
Bessemer Group
New Jersey
$6.48M -$29.3M -264,678 -82%
M&T Bank
131
M&T Bank
New York
$6.43M -$36.8K -333 -0.6%
NB
132
Northwest Bancshares
Pennsylvania
$6.06M -$82.5K -746 -1%
Natixis Advisors
133
Natixis Advisors
Massachusetts
$6.06M +$394K +3,565 +7%
SNT
134
SIG North Trading
Pennsylvania
$6.05M -$14.8M -133,932 -71%
KJHP
135
K.J. Harrison & Partners
Ontario, Canada
$5.81M +$1.41M +12,785 +32%
BPA
136
Beacon Pointe Advisors
California
$5.77M +$6.64K +60 +0.1%
AllianceBernstein
137
AllianceBernstein
Tennessee
$5.77M -$624K -5,644 -10%
DIA
138
Dana Investment Advisors
Wisconsin
$5.74M -$44.3K -400 -0.8%
XT
139
XTX Topco
Cayman Islands
$5.64M +$2.94M +26,568 +109%
RBC
140
Romano Brothers & Co
Illinois
$5.64M -$49.8K -450 -0.9%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.61M -$1.69M -15,288 -23%
DJSG
142
D.J. St. Germain
Massachusetts
$5.39M -$2.22M -20,075 -29%
Creative Planning
143
Creative Planning
Kansas
$5.36M -$93.7K -847 -2%
Ameriprise
144
Ameriprise
Minnesota
$5.27M -$1.2M -9,744 -19%
PIC
145
PCJ Investment Counsel
Ontario, Canada
$5.25M -$1.05M -9,510 -17%
Mariner
146
Mariner
Kansas
$5.15M -$347K -3,139 -6%
NB
147
NBT Bank
New York
$5.1M +$4.88M +44,075 +2,191%
Ensign Peak Advisors
148
Ensign Peak Advisors
Utah
$4.78M -$442K -4,000 -8%
Cetera Investment Advisers
149
Cetera Investment Advisers
Illinois
$4.72M -$1.46M -13,192 -24%
Commonwealth Equity Services
150
Commonwealth Equity Services
Massachusetts
$4.69M -$1.42M -12,795 -23%
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