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Bank of Montreal

632 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 204 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
632
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
176
D.J. St. Germain
Massachusetts
$4.23M
EAM
177
Erste Asset Management
Austria
$3.98M
Ensign Peak Advisors
178
Ensign Peak Advisors
Utah
$3.64M
EMCIP
179
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.59M
N
180
Natixis
France
$3.48M
Northwestern Mutual Wealth Management
181
Northwestern Mutual Wealth Management
Wisconsin
$3.39M
US Bancorp
182
US Bancorp
Minnesota
$3.36M
BAM
183
Burkett Asset Management
$3.32M
CIC
184
Carnegie Investment Counsel
Ohio
$3.24M
SAG
185
Susquehanna Advisors Group
Pennsylvania
$3.23M
PNC Financial Services Group
186
PNC Financial Services Group
Pennsylvania
$3.19M
GIM
187
Gold Investment Management
Alberta, Canada
$3.12M
QCG
188
Quadrant Capital Group
Ohio
$3.08M
AV
189
ASR Vermogensbeheer
Netherlands
$3M
VPIM
190
Vanguard Personalized Indexing Management
California
$2.99M
HighTower Advisors
191
HighTower Advisors
Illinois
$2.99M
Two Sigma Investments
192
Two Sigma Investments
New York
$2.95M
Assenagon Asset Management
193
Assenagon Asset Management
Luxembourg
$2.95M
ZBNA
194
Zions Bancorporation, National Association
Utah
$2.92M
PAG
195
Private Advisor Group
New Jersey
$2.83M
Osaic Holdings
196
Osaic Holdings
Arizona
$2.83M
Cerity Partners
197
Cerity Partners
New York
$2.72M
M
198
Murchinson
Ontario, Canada
$2.71M
MML Investors Services
199
MML Investors Services
Massachusetts
$2.69M
N
200
Numerai
California
$2.68M