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monday.com

458 hedge funds and large institutions have $13.2B invested in monday.com in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 207 increasing their positions, 119 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+32
Holders Change %
+7.51%
% of All Funds
6.14%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.27%
New
89
Increased
207
Reduced
119
Closed
49
Calls
$309M
Puts
$169M
Net Calls
+$140M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
MYIA
226
Mount Yale Investment Advisors
Colorado
$1.68M +$29.9K +95 +2%
GIM
227
Glenmede Investment Management
Pennsylvania
$1.62M +$1.62M +5,148 New
FCM
228
Firsthand Capital Management
California
$1.57M
NAM
229
Nissay Asset Management
Japan
$1.57M +$135K +430 +9%
SCA
230
Snowden Capital Advisors
New York
$1.55M +$461K +1,465 +42%
PWM
231
Palumbo Wealth Management
New York
$1.52M -$12.6K -40 -0.8%
Truist Financial
232
Truist Financial
North Carolina
$1.5M +$403K +1,280 +37%
Daiwa Securities Group
233
Daiwa Securities Group
Japan
$1.49M +$478K +1,520 +47%
Creative Planning
234
Creative Planning
Kansas
$1.47M +$211K +672 +17%
OC
235
Oppenheimer & Co
New York
$1.45M -$10.7K -34 -0.7%
YC
236
Yarbrough Capital
Tennessee
$1.38M +$382K +1,215 +38%
SMDAM
237
Sumitomo Mitsui DS Asset Management
Japan
$1.35M +$170K +541 +14%
VPIM
238
Vanguard Personalized Indexing Management
California
$1.34M +$393K +1,224 +41%
American Century Companies
239
American Century Companies
Missouri
$1.32M +$566K +1,801 +75%
P8IP
240
Pier 88 Investment Partners
California
$1.28M +$81.8K +260 +7%
SWM
241
Shelton Wealth Management
Texas
$1.28M +$132K +421 +12%
Alyeska Investment Group
242
Alyeska Investment Group
Illinois
$1.28M +$128K +407 +11%
MIM
243
MetLife Investment Management
New Jersey
$1.26M +$20.1K +64 +2%
CP
244
CenterBook Partners
Connecticut
$1.26M +$1.26M +4,003 New
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$1.24M +$49.4K +157 +4%
Wolverine Trading
246
Wolverine Trading
Illinois
$1.23M -$634K -2,058 -34%
AIMCA
247
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.23M +$1.23M +3,900 New
AI
248
Atria Investments
North Carolina
$1.14M +$202K +641 +22%
Commonwealth Equity Services
249
Commonwealth Equity Services
Massachusetts
$1.13M -$139K -442 -11%
KIA
250
KCM Investment Advisors
California
$1.12M +$220K +700 +24%