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monday.com

426 hedge funds and large institutions have $9.81B invested in monday.com in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 147 increasing their positions, 159 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-8
Holders Change %
-1.84%
% of All Funds
5.79%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
76
Increased
147
Reduced
159
Closed
78
Calls
$299M
Puts
$261M
Net Calls
+$37.9M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$983K -$32.8K -135 -3%
Creative Planning
227
Creative Planning
Kansas
$973K +$329K +1,353 +51%
DM
228
Diker Management
New York
$973K +$973K +4,000 New
MIM
229
MetLife Investment Management
New Jersey
$961K -$99.7K -410 -9%
P8IP
230
Pier 88 Investment Partners
California
$929K +$360K +1,480 +63%
CIBC Asset Management
231
CIBC Asset Management
Ontario, Canada
$921K -$46.7K -192 -5%
SMDAM
232
Sumitomo Mitsui DS Asset Management
Japan
$914K -$9.48K -39 -1%
HFS
233
Hantz Financial Services
Michigan
$892K +$156K +641 +21%
SWM
234
Shelton Wealth Management
Texas
$889K +$889K +3,657 New
Alyeska Investment Group
235
Alyeska Investment Group
Illinois
$888K +$888K +3,653 New
COI
236
Connable Office Inc
Michigan
$869K -$48.1K -198 -5%
Truist Financial
237
Truist Financial
North Carolina
$846K -$138K -569 -14%
SCA
238
Snowden Capital Advisors
New York
$841K -$138K -567 -14%
SC
239
Shay Capital
New York
$802K -$3.14M -12,900 -80%
TC
240
TownSquare Capital
Utah
$789K +$295K +1,214 +60%
Daiwa Securities Group
241
Daiwa Securities Group
Japan
$781K -$484K -1,990 -38%
FB
242
Fulton Bank
Pennsylvania
$770K +$31.4K +129 +4%
YC
243
Yarbrough Capital
Tennessee
$770K
MIF
244
Mediolanum International Funds
Ireland
$768K -$184K -744 -19%
CL
245
Choreo LLC
Illinois
$731K +$729 +3 +0.1%
VAM
246
Valliance Asset Management
Hong Kong
$729K +$729K +3,000 New
AI
247
Atria Investments
North Carolina
$722K -$144K -592 -17%
VPIM
248
Vanguard Personalized Indexing Management
California
$719K +$27.5K +113 +4%
QI
249
Qtron Investments
Massachusetts
$697K
KIA
250
KCM Investment Advisors
California
$697K +$355K +1,458 +103%