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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
Jones Financial Companies
201
Jones Financial Companies
Missouri
$2.67M
CCWA
202
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M
KAS
203
Kestra Advisory Services
Texas
$2.65M
UM
204
UniSuper Management
Australia
$2.62M
LNWTC
205
Laird Norton Wetherby Trust Company
Washington
$2.62M
MGP
206
Metis Global Partners
California
$2.6M
DC
207
Davenport & Co
Virginia
$2.58M
NP
208
NorthRock Partners
Minnesota
$2.48M
RWM
209
Ritholtz Wealth Management
New York
$2.45M
SLA
210
Silver Lake Advisory
Utah
$2.38M
NGA
211
Naples Global Advisors
Florida
$2.35M
FBT
212
First Bank & Trust
South Dakota
$2.34M
Janney Montgomery Scott
213
Janney Montgomery Scott
Pennsylvania
$2.28M
Corient Private Wealth
214
Corient Private Wealth
Florida
$2.27M
VT
215
Vise Technologies
New York
$2.23M
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$2.17M
CCIA
217
Campbell & Co Investment Adviser
Maryland
$2.16M
TI
218
Trexquant Investment
Connecticut
$2M
DZ Bank
219
DZ Bank
Germany
$1.99M
BCI
220
Brinker Capital Investments
Pennsylvania
$1.99M
UBP
221
Union Bancaire Privee
Switzerland
$1.98M
PIM
222
Plato Investment Management
Australia
$1.93M
CGH
223
Crossmark Global Holdings
Texas
$1.88M
CFMC
224
Curbstone Financial Management Corp
New Hampshire
$1.85M
Focus Partners Wealth
225
Focus Partners Wealth
Massachusetts
$1.83M