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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 %
Janney Montgomery Scott
176
Janney Montgomery Scott
Pennsylvania
$2.68M -$7.41K -67 -0.3%
TPCW
177
TD Private Client Wealth
New York
$2.65M +$18.7K +169 +0.7%
IMPI
178
Ilmarinen Mutual Pension Insurance
Finland
$2.62M – – –
PAG
179
Private Advisor Group
New Jersey
$2.53M +$49.5K +447 +2%
QCG
180
Quadrant Capital Group
Ohio
$2.52M +$253K +2,288 +11%
CGH
181
Crossmark Global Holdings
Texas
$2.51M +$78.3K +708 +3%
CIC
182
Carnegie Investment Counsel
Ohio
$2.51M +$73.1K +661 +3%
Corient Private Wealth
183
Corient Private Wealth
Florida
$2.51M +$583K +5,267 +30%
GIM
184
Gold Investment Management
Alberta, Canada
$2.49M +$23.3K +210 +0.9%
AV
185
ASR Vermogensbeheer
Netherlands
$2.42M -$221K -2,000 -8%
VT
186
Vise Technologies
New York
$2.41M +$2.41M +21,816 New
CP
187
Cumberland Partners
Ontario, Canada
$2.3M +$803K +7,251 +54%
Osaic Holdings
188
Osaic Holdings
Arizona
$2.26M -$11.7K -119 -0.5%
CCWA
189
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.11M +$2.11M +19,044 New
TG
190
TCW Group
California
$2.03M +$479K +4,327 +31%
VPIM
191
Vanguard Personalized Indexing Management
California
$2.02M -$80.6K -729 -4%
AG
192
Algert Global
California
$2.02M -$78.6K -712 -4%
NGA
193
Naples Global Advisors
Florida
$1.97M -$13.3K -120 -0.7%
NP
194
NorthRock Partners
Minnesota
$1.97M -$41.7K -377 -2%
AQR Capital Management
195
AQR Capital Management
Connecticut
$1.94M +$1.31M +11,818 +206%
GCM
196
Genus Capital Management
British Columbia, Canada
$1.94M -$737K -6,660 -28%
Envestnet Portfolio Solutions
197
Envestnet Portfolio Solutions
Illinois
$1.93M +$9.63K +87 +0.5%
UM
198
UniSuper Management
Australia
$1.87M -$241K -1,600 -11%
AssetMark Inc
199
AssetMark Inc
California
$1.85M +$181K +1,635 +11%
AI
200
Atria Investments
North Carolina
$1.83M +$71.8K +649 +4%
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