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Bank of Montreal
BMO

Overview Fund Activity

529 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 190 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.04%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.33%
New
104
Increased
190
Reduced
135
Closed
33
Calls
$840M
Puts
$1.38B
Net Calls
-$540M
Net Calls Change
-$477M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$5.88B
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$2.9B
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$1.18B
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$824M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
AGF Management
Ontario, Canada
$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
201
AssetMark Inc
California
$1.28M +$1.27M +13,047 +11,345%
IA
202
IFG Advisory
Georgia
$1.25M -$44.3K -456 -3%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$1.25M +$138K +1,419 +12%
GCM
204
Graham Capital Management
Connecticut
$1.24M -$1.25M -12,840 -50%
PA
205
Probity Advisors
Texas
$1.23M -$21.9K -226 -2%
ABC
206
Associated Banc-Corp
Wisconsin
$1.21M -$67K -690 -5%
SNT
207
SIG North Trading
Pennsylvania
$1.2M -$9.15M -94,302 -88%
CS
208
Candriam SCA
Luxembourg
$1.17M +$366K +3,769 +46%
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$1.14M +$19.8K +204 +2%
FBT
210
First Bank & Trust
South Dakota
$1.13M +$1.13M +11,598 New
State Street
211
State Street
Massachusetts
$1.12M +$254K +2,619 +29%
UB
212
UMB Bank
Missouri
$1.12M -$497K -5,125 -31%
TYCC
213
Texas Yale Capital Corp
Florida
$1.11M -$40.8K -420 -4%
KeyBank National Association
214
KeyBank National Association
Ohio
$1.1M -$215K -2,212 -16%
MME
215
Meag Munich Ergo
Germany
$1.07M +$1.07M +11,080 New
RCM
216
Raleigh Capital Management
North Carolina
$1.06M +$1.06M +10,872 New
Cambridge Investment Research Advisors
217
Cambridge Investment Research Advisors
Iowa
$1.05M -$86.9K -896 -8%
S
218
SignatureFD
Georgia
$1.05M +$188K +1,935 +22%
IP
219
Ignite Planners
California
$1.04M +$30.5K +317 +3%
Cerity Partners
220
Cerity Partners
New York
$1.03M -$2.18K -23 -0.2%
VT
221
Vise Technologies
New York
$1M +$166K +1,715 +20%
BFG
222
Berger Financial Group
Minnesota
$954K -$14.1K -145 -1%
AAM
223
Advisors Asset Management
Colorado
$949K -$147K -1,515 -13%
ST
224
Smithfield Trust
Pennsylvania
$947K – – –
Capital World Investors
225
Capital World Investors
California
$946K – – –
7 8
9
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