Bank of Montreal
BMO
637 hedge funds and large institutions have $44.5B invested in Bank of Montreal in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 206 increasing their positions, 214 reducing their positions, and 49 closing their positions.
59% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 49
3% more funds holding
Funds holding: 617 → 637 (+20)
3% more capital invested
Capital invested by funds: $43.2B → $44.5B (+$1.24B)
0.28% less ownership
Funds ownership: 46.73% → 46.44% (-0.28%)
4% less repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 214
8% less funds holding in top 10
Funds holding in top 10: 25 → 23 (-2)
62% less call options, than puts
Call options by funds: $596M | Put options by funds: $1.56B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TWC
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
+$543M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$349M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$285M |
| 4 |
Barclays
London,
United Kingdom
|
+$215M |
| 5 |
Goldman Sachs
New York
|
+$101M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$262M |
| 2 |
Morgan Stanley
New York
|
-$224M |
| 3 |
D.E. Shaw & Co
New York
|
-$157M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$130M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$114M |
BMO Hedge Fund Activity: Q1 2026 in Review
637 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q1 2026, worth a combined $44.5B — up 2.9% from $43.2B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new BMO positions and 49 closed out — a net gain of 29 holders — while 206 added to existing stakes and 214 trimmed.
The largest buyer was TD Waterhouse Canada, adding an estimated $543M. The largest seller was Beutel, Goodman & Co, cutting an estimated $262M.
- 637 institutional investors held Bank of Montreal (BMO) as of Q1 2026, up from 617 in Q4 2025.
- Funds reported $44.5B of Bank of Montreal stock for Q1 2026, up 2.9% quarter-over-quarter.
- 78 funds opened new Bank of Montreal positions in Q1 2026 and 49 closed out, a net change of +29 holders.
- The largest Bank of Montreal buyer in Q1 2026 was TD Waterhouse Canada, an estimated $543M added.
- The largest Bank of Montreal seller in Q1 2026 was Beutel, Goodman & Co, an estimated $262M sold.
Based on aggregated 13F filings for Q1 2026.