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Bank of Montreal

632 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 204 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
632
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
126
Claret Asset Management
Quebec, Canada
$12M
MSRPS
127
Maryland State Retirement & Pension System
Maryland
$10.8M
Creative Planning
128
Creative Planning
Kansas
$10.6M
URS
129
Utah Retirement Systems
Utah
$10.5M
Natixis Advisors
130
Natixis Advisors
Massachusetts
$10.4M
AllianceBernstein
131
AllianceBernstein
Tennessee
$10.3M
Citadel Advisors
132
Citadel Advisors
Florida
$9.63M
BNP Paribas Financial Markets
133
BNP Paribas Financial Markets
France
$9.51M
QCM
134
Quantinno Capital Management
New York
$8.88M
AF
135
Avanza Fonder
Sweden
$8.77M
LOAMS
136
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.45M
BCM
137
Barometer Capital Management
Ontario, Canada
$8.32M
JAM
138
JCIC Asset Management
Ontario, Canada
$8.29M
Janus Henderson Group
139
Janus Henderson Group
United Kingdom
$8.27M
Ameriprise
140
Ameriprise
Minnesota
$7.98M
M&T Bank
141
M&T Bank
New York
$7.76M
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$7.73M
HPG
143
Harvest Portfolios Group
Ontario, Canada
$7.64M
GIBU
144
Gulf International Bank (UK)
United Kingdom
$7.4M
Mariner
145
Mariner
Kansas
$7.39M
Capital Fund Management (CFM)
146
Capital Fund Management (CFM)
France
$7.33M
BPA
147
Beacon Pointe Advisors
California
$7.16M
Ohio Public Employees Retirement System (OPERS)
148
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.1M
Truist Financial
149
Truist Financial
North Carolina
$6.85M
RBC
150
Romano Brothers & Co
Illinois
$6.71M