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Bank of Montreal /can/
Bank of Montreal (BMO) is a major diversified financial institution headquartered in Montreal, Canada. Founded in 1817, BMO provides a wide range of services including retail, commercial, and investment banking, wealth management, and insurance. Operating primarily in North America, BMO serves individuals, small businesses, corporates, institutional clients, and high net worth investors. As of recent data, it employs over 46,700 staff and operates through major business segments such as Canadian and U.S. Personal & Commercial Banking, Wealth Management, and Capital Markets.
Investment Strategy
Bank of Montreal follows a diversified financial services approach, delivering banking, investment management, capital markets, and advisory services. Its investment strategy focuses on risk-managed solutions for retail, corporate, and institutional clients. BMO offers active management across equities, fixed income, and alternative investments, integrating research, risk mitigation, and client-centric financial advice. In capital markets, the bank provides underwriting, syndication, M&A advice, and sales & trading across North America, leveraging technology and global reach to support complex client needs.
Latest 13F Filing Activity
Bank of Montreal /can/ filed their most recent 13F report on Jun 30, 2025 disclosing 3,012 equity positions and 317 options positions with a total 13F market value of $213B. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Broadcom Inc. among other positions. Bank of Montreal /can/ reduced exposure to Burford Cap LTD, Ishares TR, Mastercard Incorporated among others.
Top Holdings
Equity Positions (3,012)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 4.53% | $9.65B | 61,101,701 | $53.68 | $157.99 | +$2.01B |
R RY | ROYAL BK CDA | 3.94% | $8.39B | 63,654,238 | $77.86 | $131.55 | +$551.7M |
M MSFT | MICROSOFT CORP | 3.11% | $6.62B | 13,312,135 | $206.31 | $497.41 | +$1.25B |
A AAPL | APPLE INC | 2.67% | $5.70B | 27,791,939 | $122.35 | $205.17 | -$372.8M |
T TD | TORONTO DOMINION BK ONT | 2.64% | $5.64B | 76,614,673 | $54.93 | $73.45 | +$98.5M |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $4.17B | 67,482 | $617.85 | $496.38 | +8,434 | +$866.3M |
N NVDA | NVIDIA CORPORATION | Sold | Put | $2.06B | 130,580 | $157.99 | $109.90 | -69,516 | -$105.6M |
I IWM | ISHARES TR | Bought | Put | $1.06B | 48,935 | $215.79 | $206.10 | +15,335 | +$385.7M |
A AMD | ADVANCED MICRO DEVICES INC | Sold | Put | $591.5M | 41,683 | $141.90 | $112.18 | -17,607 | -$17.7M |
H HYG | ISHARES TR | Bought | Put | $516.8M | 64,078 | $80.65 | $78.83 | +1,200 | +$20.7M |
Industry Allocation
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