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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
$7.24B
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$528M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$240M
4
Goldman Sachs
Goldman Sachs
New York
$607M
5
Vanguard Group
Vanguard Group
Pennsylvania
$3.57B

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
$1.5B
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
$1.14B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$369M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
$3.15B
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
151
Rathbones Group
United Kingdom
$4.66M -$26.5K -240 -0.6%
Baird Financial Group
152
Baird Financial Group
Wisconsin
$4.16M +$140K +1,262 +3%
Allianz Asset Management
153
Allianz Asset Management
Germany
$4.14M -$1.22M -11,029 -23%
GIBU
154
Gulf International Bank (UK)
United Kingdom
$4.09M -$559K -5,039 -12%
WC
155
Westerkirk Capital
$4.08M +$4.08M +36,874 New
Royal London Asset Management
156
Royal London Asset Management
United Kingdom
$3.99M – – –
MML Investors Services
157
MML Investors Services
Massachusetts
$3.88M +$100K +907 +3%
PA
158
Pinnacle Associates
New York
$3.72M -$2.88K -26 -0.1%
Two Sigma Advisers
159
Two Sigma Advisers
New York
$3.56M +$1.45M +13,100 +69%
VPP
160
Vertex Planning Partners
Illinois
$3.54M – – –
HPG
161
Harvest Portfolios Group
Ontario, Canada
$3.51M +$112K +1,012 +3%
DC
162
Davenport & Co
Virginia
$3.41M +$86.2K +779 +3%
QC
163
Quadrature Capital
United Kingdom
$3.29M +$3.29M +29,703 New
HighTower Advisors
164
HighTower Advisors
Illinois
$3.28M +$821K +7,420 +33%
VOYA Investment Management
165
VOYA Investment Management
Georgia
$3.23M +$3.23M +29,188 New
SAM
166
Shell Asset Management
Netherlands
$3.21M +$1.75M +15,820 +120%
SLA
167
Silver Lake Advisory
Utah
$3.14M – – –
MGP
168
Metis Global Partners
California
$3.07M +$205K +1,848 +7%
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$3.05M +$333K +3,014 +12%
QCM
170
Quantinno Capital Management
New York
$3.03M +$725K +6,556 +31%
EMCIP
171
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.97M +$26.7K +241 +0.9%
O
172
Ossiam
France
$2.92M -$2.88M -26,075 -50%
UBP
173
Union Bancaire Privee
Switzerland
$2.83M -$219K -2,002 -7%
US Bancorp
174
US Bancorp
Minnesota
$2.73M -$28.4K -257 -1%
Assenagon Asset Management
175
Assenagon Asset Management
Luxembourg
$2.73M +$5.31K +48 +0.2%
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