Bank of Montreal
BMO
659 hedge funds and large institutions have $60B invested in Bank of Montreal in 2026 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 212 increasing their positions, 214 reducing their positions, and 63 closing their positions.
48% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 63
43% more funds holding in top 10
Funds holding in top 10: 23 → 33 (+10)
35% more capital invested
Capital invested by funds: $44.5B → $60B (+$15.6B)
3% more funds holding
Funds holding: 638 → 659 (+21)
1.45% more ownership
Funds ownership: 46.44% → 47.9% (+1.5%)
1% less repeat investments, than reductions
Existing positions increased: 212 | Existing positions reduced: 214
38% less call options, than puts
Call options by funds: $786M | Put options by funds: $1.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$351M |
| 2 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
+$275M |
| 3 |
Bessemer Group
Woodbridge,
New Jersey
|
+$224M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$160M |
| 5 |
Fidelity International
Hamilton,
Bermuda
|
+$131M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$606M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$164M |
| 3 |
VanEck Associates
New York
|
-$123M |
| 4 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$122M |
| 5 |
JP Morgan Chase
New York
|
-$105M |
BMO Hedge Fund Activity: Q2 2026 in Review
659 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in Bank of Montreal (BMO) for Q2 2026, worth a combined $60B — up 35% from $44.5B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new BMO positions and 63 closed out — a net gain of 30 holders — while 212 added to existing stakes and 214 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $351M. The largest seller was TD Asset Management, cutting an estimated $606M.
- 659 institutional investors held Bank of Montreal (BMO) as of Q2 2026, up from 638 in Q1 2026.
- Funds reported $60B of Bank of Montreal stock for Q2 2026, up 35% quarter-over-quarter.
- 93 funds opened new Bank of Montreal positions in Q2 2026 and 63 closed out, a net change of +30 holders.
- The largest Bank of Montreal buyer in Q2 2026 was Fidelity Investments, an estimated $351M added.
- The largest Bank of Montreal seller in Q2 2026 was TD Asset Management, an estimated $606M sold.
Based on aggregated 13F filings for Q2 2026.