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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.

Holders
529
Holders Change
+64
Holders Change %
+13.76%
% of All Funds
7.05%
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
Norges Bank
1
Norges Bank
Norway
$1.01B
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.88B
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.9B
4
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$1.18B

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$865M
2
BCIM
2
British Columbia Investment Management
British Columbia, Canada
$44M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$158M
4
VPI
4
Value Partners Investments
Manitoba, Canada
$13.3M
5
AM
5
AGF Management
Ontario, Canada
$106M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.88B 60,556,961 +5,231,841 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.96B 30,494,749 +576,744 +2%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.9B 29,873,166 +2,180,554 +8%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.71B 17,615,141 +486,984 +3%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.59B 16,411,822 +416,375 +3%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$1.34B 13,748,503 -1,862 -0%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$1.18B 12,215,628 +1,630,962 +15%
Norges Bank
8
Norges Bank
Norway
$1.01B 10,464,521 +10,464,521 New
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$865M 8,907,412 -5,117,079 -36%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$824M 8,502,265 +1,106,412 +15%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$717M 7,392,006 -173,039 -2%
Manulife (Manufacturers Life Insurance)
12
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$665M 6,838,171 +2,044,862 +43%
JFL
13
Jarislowsky, Fraser Ltd
Quebec, Canada
$651M 6,711,773 +426,442 +7%
BGC
14
Beutel, Goodman & Co
Ontario, Canada
$642M 6,616,614 +704,197 +12%
CIBC Asset Management
15
CIBC Asset Management
Ontario, Canada
$621M 6,371,405 -256,929 -4%
Caisse de Depot et Placement du Quebec (CDPQ)
16
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$526M 5,419,567 – –
Fidelity Investments
17
Fidelity Investments
Massachusetts
$506M 5,208,431 +161,710 +3%
FDCDDQ
18
Federation des caisses Desjardins du Quebec
Quebec, Canada
$476M 4,927,693 -162,328 -3%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$422M 4,297,626 +975,777 +29%
Legal & General Group
20
Legal & General Group
United Kingdom
$412M 4,244,870 +97,566 +2%
Fiera Capital (Canada)
21
Fiera Capital (Canada)
Quebec, Canada
$359M 3,701,814 +248,096 +7%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$353M 3,634,988 +307,523 +9%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$350M 3,604,088 +46,056 +1%
SC
24
Scotia Capital
Ontario, Canada
$338M 3,493,410 +50,317 +1%
TWC
25
TD Waterhouse Canada
Ontario, Canada
$257M 2,653,260 +176,715 +7%
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