Bank of Montreal
BMO
538 hedge funds and large institutions have $33.4B invested in Bank of Montreal in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 192 increasing their positions, 135 reducing their positions, and 33 closing their positions.
227% more first-time investments, than exits
New positions opened: 108 | 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: 470 → 538 (+68)
10% more capital invested
Capital invested by funds: $30.4B → $33.4B (+$3.01B)
1.1% more ownership
Funds ownership: 46.1% → 47.2% (+1.1%)
39% less call options, than puts
Call options by funds: $840M | Put options by funds: $1.38B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 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
BMO Hedge Fund Activity: Q4 2024 in Review
538 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2024, worth a combined $33.4B — up 9.9% from $30.4B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new BMO positions and 33 closed out — a net gain of 75 holders — while 192 added to existing stakes and 135 trimmed.
The largest buyer was Royal Bank of Canada, adding an estimated $495M. The largest seller was Bank of Nova Scotia, cutting an estimated $484M.
- 538 institutional investors held Bank of Montreal (BMO) as of Q4 2024, up from 470 in Q3 2024.
- Funds reported $33.4B of Bank of Montreal stock for Q4 2024, up 9.9% quarter-over-quarter.
- 108 funds opened new Bank of Montreal positions in Q4 2024 and 33 closed out, a net change of +75 holders.
- The largest Bank of Montreal buyer in Q4 2024 was Royal Bank of Canada, an estimated $495M added.
- The largest Bank of Montreal seller in Q4 2024 was Bank of Nova Scotia, an estimated $484M sold.
Based on aggregated 13F filings for Q4 2024.