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Bank of Montreal

BMO

Market cap $129B

536 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 192 increasing their positions, 135 reducing their positions, and 33 closing their positions.

New

Increased

Maintained

Reduced

Closed

224% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 33

42% more repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 135

25% more funds holding in top 10

Funds holding in top 10: 20 → 25 (+5)

14% more funds holding

Funds holding: 469 → 536 (+67)

10% more capital invested

Capital invested by funds: $30.5B → $33.4B (+$2.92B)

1% more ownership

Funds ownership: 46.2% → 47.21% (+1%)

39% less call options, than puts

Call options by funds: $840M | Put options by funds: $1.38B

Holders

536

Holders Change

+67

Holders Change %

+14.29%

% of All Funds

7.06%

Holding in Top 10

Holding in Top 10 Change

Holding in Top 10 Change %

+25%

% of All Funds

0.33%

New

107

Increased

192

Reduced

135

Closed

Calls

$840M

Puts

$1.38B

Net Calls

-$540M

Net Calls Change

-$477M

Top Buyers

1	Royal Bank of Canada Toronto, Ontario, Canada	+$495M
2	Bank of Montreal Toronto, Ontario, Canada	+$206M
3	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	+$193M
4	Mackenzie Financial Toronto Ontario, Ontario, Canada	+$154M
5	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	+$105M

Top Sellers

1	Bank of Nova Scotia Toronto, Ontario, Canada	-$484M
2	BCIM British Columbia Investment Management Victoria, British Columbia, Canada	-$257M
3	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	-$248M
4	VPI Value Partners Investments Winnipeg, Manitoba, Canada	-$133M
5	Arrowstreet Capital Boston, Massachusetts	-$62.3M

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1	1 Royal Bank of Canada Toronto, Ontario, Canada	$5.88B	+$495M	+5,231,841	+9%
2	2 Vanguard Group Malvern, Pennsylvania	$2.96B	+$54.5M	+576,744	+2%
3	3 Bank of Montreal Toronto, Ontario, Canada	$2.9B	+$206M	+2,180,554	+8%
4	4 TD Asset Management Toronto, Ontario, Canada	$1.71B	+$46M	+486,984	+3%
5	5 CIBC World Market Toronto, Ontario, Canada	$1.59B	+$39.4M	+416,375	+3%
6	6 National Bank of Canada Montreal, Quebec, Canada	$1.34B	-$176K	-1,862	-0%
7	7 Mackenzie Financial Toronto Ontario, Ontario, Canada	$1.18B	+$154M	+1,630,962	+15%
8	8 Norges Bank Oslo, Norway	$1.01B	+$1.42M	+15,035	+0.1%
9	9 Bank of Nova Scotia Toronto, Ontario, Canada	$865M	-$484M	-5,117,079	-36%
10	10 Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$824M	+$105M	+1,106,412	+15%
11	11 1832 Asset Management Toronto, Ontario, Canada	$717M	-$16.4M	-173,039	-2%
12	12 Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$665M	+$193M	+2,044,862	+43%
13	JFL 13 Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$651M	+$40.3M	+426,442	+7%
14	BGC 14 Beutel, Goodman & Co Toronto, Ontario, Canada	$642M	+$66.6M	+704,197	+12%
15	15 CIBC Asset Management Toronto, Ontario, Canada	$621M	-$24.3M	-256,929	-4%
16	16 Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$526M	–	–	–
17	17 Fidelity Investments Boston, Massachusetts	$506M	+$15.3M	+161,710	+3%
18	FDCDDQ 18 Federation des caisses Desjardins du Quebec Levis, Quebec, Canada	$476M	-$15.3M	-162,328	-3%
19	19 Geode Capital Management Boston, Massachusetts	$422M	+$92.2M	+975,777	+29%
20	20 Legal & General Group London, United Kingdom	$412M	+$9.22M	+97,566	+2%
21	21 Fiera Capital (Canada) Montreal, Quebec, Canada	$359M	+$23.4M	+248,096	+7%
22	22 JP Morgan Chase New York	$353M	+$29.1M	+307,523	+9%
23	23 Dimensional Fund Advisors Austin, Texas	$350M	+$4.35M	+46,056	+1%
24	SC 24 Scotia Capital Toronto, Ontario, Canada	$338M	+$4.76M	+50,317	+1%
25	TWC 25 TD Waterhouse Canada Toronto, Ontario, Canada	$257M	+$16.7M	+176,715	+7%