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monday.com

428 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, 167 increasing their positions, 134 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 134

4.25% less ownership

Funds ownership: 82.1%77.85% (-4.2%)

9% less funds holding

Funds holding: 468428 (-40)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

27% less call options, than puts

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

33% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 108

41% less capital invested

Capital invested by funds: $13.2B → $7.78B (-$5.46B)

Holders
428
Holders Change
-40
Holders Change %
-8.55%
% of All Funds
5.62%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
72
Increased
167
Reduced
134
Closed
108
Calls
$292M
Puts
$401M
Net Calls
-$109M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
226
First Trust Advisors
Illinois
$848K -$432K -1,876 -30%
SWM
227
Shelton Wealth Management
Texas
$841K +$60.8K +264 +6%
SRL
228
Scientech Research LLC
New Jersey
$837K +$995K +4,320 New
SMDAM
229
Sumitomo Mitsui DS Asset Management
Japan
$833K
Jane Street
230
Jane Street
New York
$780K +$927K +4,028 New
MIM
231
MetLife Investment Management
New Jersey
$778K
PCP
232
Perbak Capital Partners
United Kingdom
$772K +$918K +3,985 New
CIBC Asset Management
233
CIBC Asset Management
Ontario, Canada
$764K
AS
234
Altshuler Shaham
Israel
$750K +$891K +3,871 New
Creative Planning
235
Creative Planning
Kansas
$717K -$224K -973 -21%
Daiwa Securities Group
236
Daiwa Securities Group
Japan
$699K -$258K -1,120 -24%
Commonwealth Equity Services
237
Commonwealth Equity Services
Massachusetts
$686K -$12.9K -56 -2%
FB
238
Fulton Bank
Pennsylvania
$685K +$32K +139 +4%
SLAM
239
Swiss Life Asset Management
$682K +$31.8K +138 +4%
VPIM
240
Vanguard Personalized Indexing Management
California
$672K -$183K -795 -19%
MG
241
Marex Group
$667K +$793K +3,446 New
Cambridge Investment Research Advisors
242
Cambridge Investment Research Advisors
Iowa
$667K +$43.7K +190 +6%
Simplex Trading
243
Simplex Trading
Illinois
$659K -$1.34M -5,827 -63%
PCS
244
Personal CFO Solutions
New Jersey
$647K +$101K +440 +15%
Walleye Capital
245
Walleye Capital
New York
$646K -$7.96M -34,552 -91%
COI
246
Connable Office Inc
Michigan
$645K
VA
247
Vident Advisory
Georgia
$616K +$66.1K +287 +10%
GWM
248
Gibbs Wealth Management
Georgia
$577K +$368K +1,597 +116%
GH
249
GAM Holding
Switzerland
$575K -$11.3K -49 -2%
CL
250
Choreo LLC
Illinois
$570K -$27.9K -121 -4%