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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
N
201
Numerai
California
$2.68M
Jones Financial Companies
202
Jones Financial Companies
Missouri
$2.67M
CCWA
203
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.65M
KAS
204
Kestra Advisory Services
Texas
$2.65M
UM
205
UniSuper Management
Australia
$2.62M
LNWTC
206
Laird Norton Wetherby Trust Company
Washington
$2.62M
MGP
207
Metis Global Partners
California
$2.6M
DC
208
Davenport & Co
Virginia
$2.58M
NP
209
NorthRock Partners
Minnesota
$2.48M
RWM
210
Ritholtz Wealth Management
New York
$2.45M
SLA
211
Silver Lake Advisory
Utah
$2.38M
NGA
212
Naples Global Advisors
Florida
$2.35M
FBT
213
First Bank & Trust
South Dakota
$2.34M
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$2.28M
Corient Private Wealth
215
Corient Private Wealth
Florida
$2.27M
VT
216
Vise Technologies
New York
$2.23M
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$2.17M
CCIA
218
Campbell & Co Investment Adviser
Maryland
$2.16M
TI
219
Trexquant Investment
Connecticut
$2M
DZ Bank
220
DZ Bank
Germany
$1.99M
BCI
221
Brinker Capital Investments
Pennsylvania
$1.99M
UBP
222
Union Bancaire Privee
Switzerland
$1.98M
PIM
223
Plato Investment Management
Australia
$1.93M
CGH
224
Crossmark Global Holdings
Texas
$1.88M
CFMC
225
Curbstone Financial Management Corp
New Hampshire
$1.85M