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Bank of Montreal

632 hedge funds and large institutions have $44.4B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 204 increasing their positions, 214 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

5% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 214

8% less funds holding in top 10

Funds holding in top 10: 2422 (-2)

62% less call options, than puts

Call options by funds: $596M | Put options by funds: $1.56B

Holders
632
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$596M
Puts
$1.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.12B
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$3.79B
VCM
3
Vanguard Capital Management
Pennsylvania
$2.75B
TD Asset Management
4
TD Asset Management
Ontario, Canada
$2.58B
CIBC World Market
5
CIBC World Market
Ontario, Canada
$1.79B
Fidelity International
6
Fidelity International
Bermuda
$1.56B
National Bank of Canada
7
National Bank of Canada
Quebec, Canada
$1.45B
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$1.3B
Mackenzie Financial
9
Mackenzie Financial
Ontario, Canada
$1.16B
Geode Capital Management
10
Geode Capital Management
Massachusetts
$1.02B
Fidelity Investments
11
Fidelity Investments
Massachusetts
$988M
CIBC Asset Management
12
CIBC Asset Management
Ontario, Canada
$920M
TWC
13
TD Waterhouse Canada
Ontario, Canada
$849M
Canada Pension Plan Investment Board
14
Canada Pension Plan Investment Board
Ontario, Canada
$845M
VFT
15
Vanguard Fiduciary Trust
Pennsylvania
$845M
Toronto Dominion Bank
16
Toronto Dominion Bank
Ontario, Canada
$840M
Caisse de Depot et Placement du Quebec (CDPQ)
17
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$732M
Bank of Nova Scotia
18
Bank of Nova Scotia
Ontario, Canada
$681M
VGA
19
Vanguard Global Advisers
Pennsylvania
$675M
Legal & General Group
20
Legal & General Group
United Kingdom
$621M
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$537M
JP Morgan Chase
22
JP Morgan Chase
New York
$502M
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$499M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$473M
Fiera Capital (Canada)
25
Fiera Capital (Canada)
Quebec, Canada
$471M