Bank of Montreal
BMO
617 hedge funds and large institutions have $43.2B invested in Bank of Montreal in 2025 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 187 increasing their positions, 202 reducing their positions, and 42 closing their positions.
121% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 42
9% more funds holding in top 10
Funds holding in top 10: 23 → 25 (+2)
7% more funds holding
Funds holding: 579 → 617 (+38)
3% less capital invested
Capital invested by funds: $44.7B → $43.2B (-$1.46B)
7% less repeat investments, than reductions
Existing positions increased: 187 | Existing positions reduced: 202
1.18% less ownership
Funds ownership: 47.91% → 46.73% (-1.2%)
66% less call options, than puts
Call options by funds: $606M | Put options by funds: $1.78B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$517M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$313M |
| 3 |
Morgan Stanley
New York
|
+$206M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$158M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$85.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.95B |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$227M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$204M |
| 4 |
Goldman Sachs
New York
|
-$200M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$190M |
BMO Hedge Fund Activity: Q4 2025 in Review
617 of the 8,265 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q4 2025, worth a combined $43.2B — down 3.3% from $44.7B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new BMO positions and 42 closed out — a net gain of 51 holders — while 187 added to existing stakes and 202 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $517M. The largest seller was Royal Bank of Canada, cutting an estimated $1.95B.
- 617 institutional investors held Bank of Montreal (BMO) as of Q4 2025, up from 579 in Q3 2025.
- Funds reported $43.2B of Bank of Montreal stock for Q4 2025, down 3.3% quarter-over-quarter.
- 93 funds opened new Bank of Montreal positions in Q4 2025 and 42 closed out, a net change of +51 holders.
- The largest Bank of Montreal buyer in Q4 2025 was 1832 Asset Management, an estimated $517M added.
- The largest Bank of Montreal seller in Q4 2025 was Royal Bank of Canada, an estimated $1.95B sold.
Based on aggregated 13F filings for Q4 2025.