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monday.com

420 hedge funds and large institutions have $7.78B invested in monday.com in 2025 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 163 increasing their positions, 132 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

27% less call options, than puts

Call options by funds: $292M | Put options by funds: $401M

32% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 106

41% less capital invested

Capital invested by funds: $13.2B → $7.78B (-$5.45B)

Holders
420
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$292M
Puts
$401M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
226
Shelton Wealth Management
Texas
$841K
SRL
227
Scientech Research LLC
New Jersey
$837K
SMDAM
228
Sumitomo Mitsui DS Asset Management
Japan
$833K
Jane Street
229
Jane Street
New York
$780K
MIM
230
MetLife Investment Management
New Jersey
$778K
PCP
231
Perbak Capital Partners
United Kingdom
$772K
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$764K
AS
233
Altshuler Shaham
Israel
$750K
Creative Planning
234
Creative Planning
Kansas
$717K
Daiwa Securities Group
235
Daiwa Securities Group
Japan
$699K
Commonwealth Equity Services
236
Commonwealth Equity Services
Massachusetts
$686K
FB
237
Fulton Bank
Pennsylvania
$685K
SLAML
238
Swiss Life Asset Management Ltd
$682K
VPIM
239
Vanguard Personalized Indexing Management
California
$672K
MG
240
Marex Group
$667K
Cambridge Investment Research Advisors
241
Cambridge Investment Research Advisors
Iowa
$667K
Simplex Trading
242
Simplex Trading
Illinois
$659K
PCS
243
Personal CFO Solutions
New Jersey
$647K
Walleye Capital
244
Walleye Capital
New York
$646K
COI
245
Connable Office Inc
Michigan
$645K
VA
246
Vident Advisory
Georgia
$616K
GWM
247
Gibbs Wealth Management
Georgia
$577K
GH
248
GAM Holding
Switzerland
$575K
CL
249
Choreo LLC
Illinois
$570K
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$557K