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Bank of Montreal
BMO

Overview Fund Activity

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$288M
2
Goldman Sachs
Goldman Sachs
New York
+$260M
3
Bank of America
Bank of America
North Carolina
+$182M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$140M
5
Morgan Stanley
Morgan Stanley
New York
+$106M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$284M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$195M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$163M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$79.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$72.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
151
Bridgewater Associates
Connecticut
$4.48M +$4.48M +46,941 New
Renaissance Technologies
152
Renaissance Technologies
New York
$4.32M +$4.32M +45,195 New
RG
153
Rathbones Group
United Kingdom
$4.04M -$18K -189 -0.4%
KJHP
154
K.J. Harrison & Partners
Ontario, Canada
$3.8M -$3.35K -35 -0.1%
EMCIP
155
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.66M +$125K +906 +4%
Baird Financial Group
156
Baird Financial Group
Wisconsin
$3.47M -$49.3K -516 -1%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$3.45M +$3.45M +36,075 New
MML Investors Services
158
MML Investors Services
Massachusetts
$3.26M +$77.4K +810 +2%
PA
159
Pinnacle Associates
New York
$3.21M +$2.48K +26 +0.1%
VPP
160
Vertex Planning Partners
Illinois
$3.05M -$576K -6,031 -16%
RB
161
Rodgers Brothers
Pennsylvania
$3.05M +$95.5K +1,000 +3%
TRCT
162
Tower Research Capital (TRC)
New York
$2.93M +$2.44M +25,557 +500%
HPG
163
Harvest Portfolios Group
Ontario, Canada
$2.93M -$4.2K -44 -0.1%
DC
164
Davenport & Co
Virginia
$2.87M +$99.5K +1,042 +4%
SLA
165
Silver Lake Advisory
Utah
$2.71M -$34.4K -360 -1%
UBP
166
Union Bancaire Privee
Switzerland
$2.71M -$506K -5,214 -16%
MGP
167
Metis Global Partners
California
$2.47M -$130K -1,365 -5%
US Bancorp
168
US Bancorp
Minnesota
$2.38M -$29.5K -309 -1%
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$2.35M -$2.37M -24,813 -50%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$2.34M +$18.8K +197 +0.8%
XT
171
XTX Topco
Cayman Islands
$2.34M +$1.77M +18,565 +315%
Janney Montgomery Scott
172
Janney Montgomery Scott
Pennsylvania
$2.32M -$64.3K -673 -3%
GCM
173
Genus Capital Management
British Columbia, Canada
$2.31M +$2.31M +24,165 New
1C
174
111 Capital
France
$2.31M +$2.31M +24,141 New
USAA
175
United Services Automobile Association
Texas
$2.3M +$33.9K +355 +1%
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