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Bank of Montreal
BMO

Overview Fund Activity

552 hedge funds and large institutions have $38.5B invested in Bank of Montreal in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 181 increasing their positions, 194 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+6
Holders Change %
+1.1%
% of All Funds
7.4%
Holding in Top 10
25
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.34%
New
65
Increased
181
Reduced
194
Closed
48
Calls
$693M
Puts
$1.37B
Net Calls
-$674M
Net Calls Change
-$127M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$874M
2
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$370M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$232M
4
Goldman Sachs
Goldman Sachs
New York
+$155M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$133M

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$391M
2
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$302M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$301M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$265M
5
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$162M
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.24B +$874M +7,902,053 +14%
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.57B +$133M +1,196,237 +4%
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$3.15B -$265M -2,388,238 -8%
TD Asset Management
4
TD Asset Management
Ontario, Canada
$1.91B -$1.32M -11,924 -0.1%
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.5B -$391M -3,536,019 -21%
Norges Bank
6
Norges Bank
Norway
$1.18B +$1.18B +10,679,880 New
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$1.14B -$302M -2,729,802 -21%
Mackenzie Financial
8
Mackenzie Financial
Ontario, Canada
$1.11B -$13M -117,641 -1%
Bank of Nova Scotia
9
Bank of Nova Scotia
Ontario, Canada
$844M -$87.2M -787,481 -9%
Toronto Dominion Bank
10
Toronto Dominion Bank
Ontario, Canada
$798M -$103M -929,786 -11%
1832 Asset Management
11
1832 Asset Management
Ontario, Canada
$758M -$9.36M -84,646 -1%
JFL
12
Jarislowsky, Fraser Ltd
Quebec, Canada
$708M -$16.5M -149,380 -2%
CIBC Asset Management
13
CIBC Asset Management
Ontario, Canada
$687M -$49.1M -442,333 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$656M +$105M +939,156 +19%
BGC
15
Beutel, Goodman & Co
Ontario, Canada
$638M -$22.6M -204,686 -3%
Goldman Sachs
16
Goldman Sachs
New York
$607M +$155M +1,401,332 +34%
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$599M – – –
Fidelity Investments
18
Fidelity Investments
Massachusetts
$538M -$13.2M -119,250 -2%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
19
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$528M +$370M +3,331,968 +233%
Legal & General Group
20
Legal & General Group
United Kingdom
$481M +$1.83M +16,538 +0.4%
Fidelity International
21
Fidelity International
Bermuda
$461M -$114M -1,025,031 -20%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$453M +$17.5M +158,442 +4%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$428M +$64.2K +580 +0%
SC
24
Scotia Capital
Ontario, Canada
$396M +$12.6M +113,643 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$393M -$1.35M -12,216 -0.3%
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