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Bank of Montreal
BMO

Overview Fund Activity

546 hedge funds and large institutions have $32B invested in Bank of Montreal in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 186 increasing their positions, 164 reducing their positions, and 48 closing their positions.

Holders
546
Holders Change
+17
Holders Change %
+3.21%
% of All Funds
7.42%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
74
Increased
186
Reduced
164
Closed
48
Calls
$584M
Puts
$1.13B
Net Calls
-$547M
Net Calls Change
-$6.84M

Top Buyers

1
Fidelity International
1
Fidelity International
Bermuda
$495M
2
Goldman Sachs
2
Goldman Sachs
New York
$390M
3
Bank of America
3
Bank of America
North Carolina
$348M
4
Canada Pension Plan Investment Board
4
Canada Pension Plan Investment Board
Ontario, Canada
$351M
5
Morgan Stanley
5
Morgan Stanley
New York
$253M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$5.5B
3
Mackenzie Financial
3
Mackenzie Financial
Ontario, Canada
$971M
4
FDCDDQ
4
Federation des caisses Desjardins du Quebec
Quebec, Canada
$307M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$5.5B 57,581,379 -2,975,582 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.96B 30,997,776 +503,027 +2%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$2.94B 30,777,622 +904,456 +3%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.65B 17,301,762 -313,379 -2%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.63B 17,087,920 +676,098 +4%
National Bank of Canada
6
National Bank of Canada
Quebec, Canada
$1.24B 13,036,781 -711,722 -5%
Mackenzie Financial
7
Mackenzie Financial
Ontario, Canada
$971M 10,169,333 -2,046,295 -17%
Bank of Nova Scotia
8
Bank of Nova Scotia
Ontario, Canada
$803M 8,409,367 -498,045 -6%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$776M 8,123,939 -378,326 -4%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$663M 6,940,637 -451,369 -6%
CIBC Asset Management
11
CIBC Asset Management
Ontario, Canada
$637M 6,631,947 +260,542 +4%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$625M 6,549,559 -162,214 -2%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$584M 6,080,113 -758,058 -11%
BGC
14
Beutel, Goodman & Co
Ontario, Canada
$570M 5,972,658 -643,956 -10%
Caisse de Depot et Placement du Quebec (CDPQ)
15
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$517M 5,419,567 – –
Fidelity International
16
Fidelity International
Bermuda
$495M 5,187,198 +3,018,115 +139%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$477M 4,902,978 +605,352 +14%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$475M 4,972,536 -235,895 -5%
Legal & General Group
19
Legal & General Group
United Kingdom
$414M 4,332,205 +87,335 +2%
Goldman Sachs
20
Goldman Sachs
New York
$390M 4,083,505 +2,723,061 +200%
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$376M 3,938,484 +303,496 +8%
Fiera Capital (Canada)
22
Fiera Capital (Canada)
Quebec, Canada
$369M 3,864,901 +163,087 +4%
Canada Pension Plan Investment Board
23
Canada Pension Plan Investment Board
Ontario, Canada
$351M 3,676,637 +1,469,084 +67%
Bank of America
24
Bank of America
North Carolina
$348M 3,645,893 +1,902,148 +109%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$340M 3,564,378 -39,710 -1%
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