Bank Montreal Medium
13F holders, Q3 2025 (September 30)11holders +7
8new positions
1sold out
1famous investor
$5.12avg. 13F price*
At the end of Q3 2025, 11 institutions reported holding Bank Montreal Medium in their 13F filings, up 7 from Q2 2025. 8 opened new positions and 1 sold out. The largest holders were Renaissance Technologies ($869K), UBS Group AG ($867K) and HRT Financial LP ($620K). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Bank Montreal Medium
- CUSIP
- 06367V402
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $2.2M |
| Exits | 1 | $336K |
All 13F filers, Q2 2025 → Q3 2025: 433,589 shares bought and 52,042 shares sold, net +381,547 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Renaissance Technologies | 0.00% | New | 169,769 | $869K |
| UBS Group AG | 0.00% | Add +0.2% | 169,240 | $867K |
| HRT Financial LP | 0.00% | New | 121,100 | $620K |
| Susquehanna International Group, LLP | 0.00% | Add +8.1% | 68,126 | $349K |
| Flow Traders U.S. LLC | 0.01% | New | 57,984 | $297K |
| Dynamic Advisor Solutions LLC | 0.00% | New | 24,077 | $123K |
| Headlands Technologies LLC | 0.01% | New | 15,525 | $79K |
| StoneX Group Inc. | 0.00% | New | 15,137 | $78K |
| Marex Group Ltd | 0.00% | New | 12,402 | $63K |
| JPMorgan Chase & Co. | 0.00% | New | 10,531 | $54K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +590.1% | 1,953 | $10K |
"% of holder's portfolio" is BANK MONTREAL MEDIUM's weight in each manager's 13F, not the share of Bank Montreal Medium the manager owns.