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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 %
AV
176
ASR Vermogensbeheer
Netherlands
$2.28M +$2.28M +23,855 New
TPCW
177
TD Private Client Wealth
New York
$2.27M +$98.9K +1,035 +5%
IMPI
178
Ilmarinen Mutual Pension Insurance
Finland
$2.27M – – –
Osaic Holdings
179
Osaic Holdings
Arizona
$2.21M -$160K -1,674 -7%
PAG
180
Private Advisor Group
New Jersey
$2.14M +$102K +1,068 +5%
HighTower Advisors
181
HighTower Advisors
Illinois
$2.12M -$6.5K -68 -0.3%
GIM
182
Gold Investment Management
Alberta, Canada
$2.12M +$102K +1,069 +5%
CGH
183
Crossmark Global Holdings
Texas
$2.1M -$202K -2,118 -9%
QCM
184
Quantinno Capital Management
New York
$1.99M +$440K +4,603 +28%
QCG
185
Quadrant Capital Group
Ohio
$1.96M +$1.83M +19,186 +1,439%
CIC
186
Carnegie Investment Counsel
Ohio
$1.94M +$1.94M +22,040 New
UM
187
UniSuper Management
Australia
$1.92M – – –
RMC
188
Resources Management Corp
Connecticut
$1.91M -$14.8K -155 -0.8%
Credit Agricole
189
Credit Agricole
France
$1.9M +$107K +1,118 +6%
DTL
190
Dynamic Technology Lab
Singapore
$1.89M +$1.89M +19,750 New
Two Sigma Advisers
191
Two Sigma Advisers
New York
$1.82M -$13.8M -144,300 -88%
AG
192
Algert Global
California
$1.82M +$143K +1,500 +9%
VPIM
193
Vanguard Personalized Indexing Management
California
$1.82M -$245K -2,569 -12%
CM
194
Columbus Macro
Pennsylvania
$1.76M -$5.54K -58 -0.3%
NP
195
NorthRock Partners
Minnesota
$1.73M +$20.2K +212 +1%
NGA
196
Naples Global Advisors
Florida
$1.72M -$23.9K -250 -1%
Corient Private Wealth
197
Corient Private Wealth
Florida
$1.66M -$569K -5,962 -26%
Envestnet Portfolio Solutions
198
Envestnet Portfolio Solutions
Illinois
$1.66M -$213K -2,228 -11%
Principal Financial Group
199
Principal Financial Group
Iowa
$1.64M -$9.55K -100 -0.6%
AI
200
Atria Investments
North Carolina
$1.52M -$1.43K -15 -0.1%
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