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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
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
201
First Bank & Trust
South Dakota
$1.79M +$110K +992 +7%
GF
202
Gries Financial
Ohio
$1.76M +$46.7K +422 +3%
P
203
&Partners
Tennessee
$1.75M +$276K +2,494 +19%
Principal Financial Group
204
Principal Financial Group
Iowa
$1.73M -$177K -1,600 -9%
LNWWM
205
Laird Norton Wetherby Wealth Management
California
$1.68M +$1.68M +15,212 New
FB
206
Fulton Bank
Pennsylvania
$1.54M -$54.5K -493 -3%
1C
207
111 Capital
France
$1.53M -$1.14M -10,310 -43%
CFMC
208
Curbstone Financial Management Corp
New Hampshire
$1.53M – – –
IA
209
IFG Advisory
Georgia
$1.45M +$26.8K +242 +2%
Pathstone Holdings
210
Pathstone Holdings
New Jersey
$1.45M +$175K +1,586 +14%
CI
211
Cigna Investments
Connecticut
$1.45M -$36.9K -333 -2%
PA
212
Probity Advisors
Texas
$1.41M +$2.1K +19 +0.1%
TYCC
213
Texas Yale Capital Corp
Florida
$1.38M – – –
Cerity Partners
214
Cerity Partners
New York
$1.37M +$18.5K +167 +1%
SOW
215
State of Wyoming
Wyoming
$1.35M -$224K -2,021 -14%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$33.7K -305 -2%
Barclays
217
Barclays
United Kingdom
$1.35M +$275K +2,488 +26%
ABC
218
Associated Banc-Corp
Wisconsin
$1.29M -$73.8K -667 -5%
RCM
219
Raleigh Capital Management
North Carolina
$1.29M +$28.5K +258 +2%
State Street
220
State Street
Massachusetts
$1.28M – – –
RWM
221
Ritholtz Wealth Management
New York
$1.2M -$140K -1,263 -10%
TPW
222
Turn8 Private Wealth
$1.19M – – –
Cambridge Investment Research Advisors
223
Cambridge Investment Research Advisors
Iowa
$1.18M +$31K +280 +3%
IP
224
Ignite Planners
California
$1.16M -$51.3K -449 -4%
YCM
225
Yousif Capital Management
Michigan
$1.14M +$78.5K +710 +7%
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