BMO
BANK OF MONTREAL /CAN/Marquee-fund ownership over time
This quarter's activity
New positions opened
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $79 | $154 | +95% |
| Two Sigma Investments | Q3 2024(8Q snapshot) | 7Q | $79 | $154 | +95% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $79 | $154 | +95% |
| Millennium Management re-entered | Q4 2024(8Q snapshot) | 6Q | $90 | $154 | +72% |
| AQR Capital Management | Q1 2025(8Q snapshot) | 5Q | $98 | $154 | +57% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Bridgewater Associates 2× in & out | Q2 2025 | Q2 2026 | → $152 | +52% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | → $152 | +9% |
| Renaissance Technologies | Q2 2025 | Q2 2026 | → $153 | +52% |
| Maverick Capital | Q2 2021 | Q1 2022 | → $99 | +19% |
Fundamentals
XBRL · BANK OF MONTREAL /CAN/Not enough XBRL history to plot. BANK OF MONTREAL /CAN/hasn't tagged revenue, net income, EPS, or operating cash flow in the SEC us-gaap taxonomy with at least two fiscal-year periods — typical for SPACs / trust vehicles, pre-revenue biotechs, recent IPOs, and foreign filers reporting under IFRS.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for BANK OF MONTREAL /CAN/ — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q1 2026 | open | $140 | $154 | +10% |
| Point72 Asset Management | Q1 2026 | Q2 2026 | $140 | $152 | +9% |
| Millennium Management | Q4 2025 | open | $123 | $154 | +25% |
| Renaissance Technologies | Q2 2025 | Q2 2026 | $101 | $153 | +52% |
| Bridgewater Associates | Q2 2025 | Q2 2026 | $101 | $152 | +52% |
| AQR Capital Management | Q1 2025 | open | $98 | $154 | +57% |
| Millennium Management | Q4 2024 | Q3 2025 | $90 | $113 | +26% |
| Citadel Advisors | Q3 2024 | Q3 2025 | $79 | $113 | +43% |
| Two Sigma Investments | Q3 2024 | open | $79 | $154 | +95% |
| D.E. Shaw | Q3 2024 | open | $79 | $154 | +95% |
| Maverick Capital | Q2 2021 | Q1 2022 | $83 | $99 | +19% |
| Bridgewater Associates | Q3 2017 | Q3 2020 | $52 | $47 | -9% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.