BANK OF MONTREAL /CAN/
•CIK: 927971•Filing: Q4 2025
The Bank of Montreal's hedge fund, with $169.1 billion in assets under management, is currently focused on technology and financial sectors, as evidenced by top holdings in NVDA, XLF, and AMZN. Recently, the fund has made notable moves by adding high-growth stocks like ICL Group, Zoox, and BYD, while exiting positions in GQ9 and ADI, and significantly increasing stakes in SU and AEM.
Total AUM
$147.9B
+ $19.3B in options
QoQ Performance
+2.5%
Positions
1,995
+ 154 options
Top 10 Concentration
37.1%
Latest Filing
Q4 2025
Top Holdings Allocation
NVDA
NVDA6.1%
XLF4.2%
XLI4.0%
BUR3.6%
AMZN3.0%
BNS2.6%
BMO2.2%
ENB1.6%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.4%
Technology11.8%
Consumer7.6%
Financial5.3%
Healthcare4.5%
ETF2.9%
Communication2.3%
Industrial1.4%
🚪 Exited Positionssold since Q3 2025
+2822 more exited positions
Changes from Q3 2025
NEW3 new positions
↑145 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023