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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 %
Twin Tree Management
151
Twin Tree Management
Texas
$3.72M -$1.14M -11,795 -24%
VPP
152
Vertex Planning Partners
Illinois
$3.69M -$673K -6,938 -15%
EMCIP
153
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.59M +$3.59M +25,741 New
Baird Financial Group
154
Baird Financial Group
Wisconsin
$3.58M +$28.2K +291 +0.8%
Natixis Advisors
155
Natixis Advisors
Massachusetts
$3.51M +$503K +5,185 +17%
PA
156
Pinnacle Associates
New York
$3.26M +$1.27M +13,100 +64%
MML Investors Services
157
MML Investors Services
Massachusetts
$3.24M +$2.41M +24,874 +293%
UBP
158
Union Bancaire Privee
Switzerland
$3.22M +$3.22M +33,158 New
Wolverine Trading
159
Wolverine Trading
Illinois
$3M +$1.11M +11,501 +59%
RB
160
Rodgers Brothers
Pennsylvania
$3M +$1.73M +17,875 +137%
HPG
161
Harvest Portfolios Group
Ontario, Canada
$2.98M -$109K -1,124 -4%
DC
162
Davenport & Co
Virginia
$2.81M +$2.81M +28,981 New
SLA
163
Silver Lake Advisory
Utah
$2.79M -$144K -1,486 -5%
MGP
164
Metis Global Partners
California
$2.64M +$136K +1,402 +5%
US Bancorp
165
US Bancorp
Minnesota
$2.45M +$601K +6,194 +32%
Janney Montgomery Scott
166
Janney Montgomery Scott
Pennsylvania
$2.42M +$1.42M +14,584 +141%
Osaic Holdings
167
Osaic Holdings
Arizona
$2.41M +$58.6K +603 +2%
PNC Financial Services Group
168
PNC Financial Services Group
Pennsylvania
$2.36M +$1.42M +14,658 +152%
CGH
169
Crossmark Global Holdings
Texas
$2.34M -$269K -2,773 -10%
Bessemer Group
170
Bessemer Group
New Jersey
$2.34M -$74.6K -769 -3%
IMPI
171
Ilmarinen Mutual Pension Insurance
Finland
$2.3M – – –
Corient Private Wealth
172
Corient Private Wealth
Florida
$2.27M +$220K +2,264 +11%
TPCW
173
TD Private Client Wealth
New York
$2.21M +$2.21M +22,782 New
HighTower Advisors
174
HighTower Advisors
Illinois
$2.16M +$225K +2,322 +12%
VPIM
175
Vanguard Personalized Indexing Management
California
$2.1M +$246K +2,536 +13%
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