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Bank of Montreal

634 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, 205 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:

4% less repeat investments, than reductions

Existing positions increased: 205 | 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
634
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
Royal London Asset Management
176
Royal London Asset Management
United Kingdom
$4.24M
DJSG
177
D.J. St. Germain
Massachusetts
$4.23M
EAM
178
Erste Asset Management
Austria
$3.98M
Ensign Peak Advisors
179
Ensign Peak Advisors
Utah
$3.64M
EMCIP
180
Ewing Morris & Co Investment Partners
Ontario, Canada
$3.59M
N
181
Natixis
France
$3.48M
Northwestern Mutual Wealth Management
182
Northwestern Mutual Wealth Management
Wisconsin
$3.39M
US Bancorp
183
US Bancorp
Minnesota
$3.36M
BAM
184
Burkett Asset Management
$3.32M
CIC
185
Carnegie Investment Counsel
Ohio
$3.24M
SAG
186
Susquehanna Advisors Group
Pennsylvania
$3.23M
PNC Financial Services Group
187
PNC Financial Services Group
Pennsylvania
$3.19M
GIM
188
Gold Investment Management
Alberta, Canada
$3.12M
QCG
189
Quadrant Capital Group
Ohio
$3.08M
AV
190
ASR Vermogensbeheer
Netherlands
$3M
VPIM
191
Vanguard Personalized Indexing Management
California
$2.99M
HighTower Advisors
192
HighTower Advisors
Illinois
$2.99M
Two Sigma Investments
193
Two Sigma Investments
New York
$2.95M
Assenagon Asset Management
194
Assenagon Asset Management
Luxembourg
$2.95M
ZBNA
195
Zions Bancorporation, National Association
Utah
$2.92M
PAG
196
Private Advisor Group
New Jersey
$2.83M
Osaic Holdings
197
Osaic Holdings
Arizona
$2.83M
Cerity Partners
198
Cerity Partners
New York
$2.72M
M
199
Murchinson
Ontario, Canada
$2.71M
MML Investors Services
200
MML Investors Services
Massachusetts
$2.69M