Fund Update: BANK OF MONTREAL /CAN/ opened a $99.9M position in $IBIT stock

BANK OF MONTREAL /CAN/ has opened a new $99.9M position in $IBIT, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2024 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $IBIT.

$IBIT Hedge Fund Activity

We have seen 710 institutional investors add shares of $IBIT stock to their portfolio, and 183 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• MILLENNIUM MANAGEMENT LLC added 12,621,559 shares (+116.0%) to their portfolio in Q3 2024, for an estimated $456,016,926
• GOLDMAN SACHS GROUP INC added 11,308,351 shares (+88.6%) to their portfolio in Q4 2024, for an estimated $599,908,020
• IMC-CHICAGO, LLC removed 7,516,272 shares (-84.0%) from their portfolio in Q4 2024, for an estimated $398,738,229
• JANE STREET GROUP, LLC removed 6,463,716 shares (-99.8%) from their portfolio in Q3 2024, for an estimated $233,534,059
• AVENIR TECH LTD removed 4,704,675 shares (-88.5%) from their portfolio in Q3 2024, for an estimated $169,979,907
• PROFICIO CAPITAL PARTNERS LLC added 4,573,794 shares (+6401.8%) to their portfolio in Q4 2024, for an estimated $242,639,771
• TUDOR INVESTMENT CORP ET AL added 3,558,665 shares (+409.2%) to their portfolio in Q3 2024, for an estimated $128,574,566

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$IBIT Congressional Stock Trading

Members of Congress have traded $IBIT stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $IBIT stock by members of Congress over the last 6 months:

• REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 01/08.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.

Check out Quiver Quantitative's $IBIT ticker page for more data.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.