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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 %
GF
201
Gries Financial
Ohio
$1.48M -$100K -1,051 -6%
FBT
202
First Bank & Trust
South Dakota
$1.45M +$345K +3,616 +31%
AssetMark Inc
203
AssetMark Inc
California
$1.44M +$184K +1,925 +15%
CP
204
CenterBook Partners
Connecticut
$1.4M +$1.4M +14,664 New
FB
205
Fulton Bank
Pennsylvania
$1.38M -$5.25K -55 -0.4%
SOW
206
State of Wyoming
Wyoming
$1.36M +$958K +10,029 +237%
TG
207
TCW Group
California
$1.34M +$1.34M +14,023 New
CFMC
208
Curbstone Financial Management Corp
New Hampshire
$1.32M – – –
CP
209
Cumberland Partners
Ontario, Canada
$1.29M -$33.6K -352 -3%
CI
210
Cigna Investments
Connecticut
$1.28M -$7.64K -80 -0.6%
UB
211
UMB Bank
Missouri
$1.28M +$181K +1,895 +16%
P
212
&Partners
Tennessee
$1.27M +$493K +5,144 +63%
SAM
213
Shell Asset Management
Netherlands
$1.26M -$47.7K -500 -4%
IA
214
IFG Advisory
Georgia
$1.23M – – –
PA
215
Probity Advisors
Texas
$1.21M +$3.73K +39 +0.3%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$1.2M -$28.8K -302 -2%
TYCC
217
Texas Yale Capital Corp
Florida
$1.19M +$102K +1,070 +9%
ABC
218
Associated Banc-Corp
Wisconsin
$1.18M -$15.3K -160 -1%
Cerity Partners
219
Cerity Partners
New York
$1.16M +$122K +1,281 +12%
RWM
220
Ritholtz Wealth Management
New York
$1.16M -$224K -2,349 -16%
Acadian Asset Management
221
Acadian Asset Management
Massachusetts
$1.14M +$454K +4,758 +66%
State Street
222
State Street
Massachusetts
$1.1M – – –
Pathstone Holdings
223
Pathstone Holdings
New Jersey
$1.1M -$23K -241 -2%
RCM
224
Raleigh Capital Management
North Carolina
$1.09M +$48.4K +507 +5%
AAM
225
Advisors Asset Management
Colorado
$1.06M +$131K +1,370 +14%
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