We are live on ! Find out more
BMO icon

Bank of Montreal

634 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, 205 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:

4% less repeat investments, than reductions

Existing positions increased: 205 | 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
634
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
SFI
126
Susquehanna Fundamental Investments
Pennsylvania
$12.1M
CAM
127
Claret Asset Management
Quebec, Canada
$12M
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$10.8M
Creative Planning
129
Creative Planning
Kansas
$10.6M
URS
130
Utah Retirement Systems
Utah
$10.5M
Natixis Advisors
131
Natixis Advisors
Massachusetts
$10.4M
AllianceBernstein
132
AllianceBernstein
Tennessee
$10.3M
Citadel Advisors
133
Citadel Advisors
Florida
$9.63M
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$9.51M
QCM
135
Quantinno Capital Management
New York
$8.88M
AF
136
Avanza Fonder
Sweden
$8.77M
LOAMS
137
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.45M
BCM
138
Barometer Capital Management
Ontario, Canada
$8.32M
JAM
139
JCIC Asset Management
Ontario, Canada
$8.29M
Janus Henderson Group
140
Janus Henderson Group
United Kingdom
$8.27M
Ameriprise
141
Ameriprise
Minnesota
$7.98M
M&T Bank
142
M&T Bank
New York
$7.76M
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$7.73M
HPG
144
Harvest Portfolios Group
Ontario, Canada
$7.64M
GIBU
145
Gulf International Bank (UK)
United Kingdom
$7.4M
Mariner
146
Mariner
Kansas
$7.39M
Capital Fund Management (CFM)
147
Capital Fund Management (CFM)
France
$7.33M
BPA
148
Beacon Pointe Advisors
California
$7.16M
Ohio Public Employees Retirement System (OPERS)
149
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.1M
Truist Financial
150
Truist Financial
North Carolina
$6.85M