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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
QI
251
Qtron Investments
Massachusetts
$555K
YDMI
252
Y.D. More Investments
Israel
$549K
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$544K
TWC
254
TD Waterhouse Canada
Ontario, Canada
$532K
ORI
255
Oak Ridge Investments
Illinois
$511K
B
256
Bailard
California
$504K
ML
257
McAdam LLC
Pennsylvania
$503K
LWAM
258
Legacy Wealth Asset Management
Minnesota
$497K
Group One Trading
259
Group One Trading
Illinois
$486K
Prudential Financial
260
Prudential Financial
New Jersey
$482K
State Board of Administration of Florida Retirement System
261
State Board of Administration of Florida Retirement System
Florida
$480K
BAM
262
Blueshift Asset Management
New Jersey
$477K
RA
263
RFG Advisory
Alabama
$475K
PAS
264
Park Avenue Securities
New York
$474K
CC
265
Chicago Capital
Illinois
$466K
LAI
266
Legal Advantage Investments
California
$465K
OIA
267
OneDigital Investment Advisors
Kansas
$461K
Principal Financial Group
268
Principal Financial Group
Iowa
$453K
LP
269
LMR Partners
United Kingdom
$451K
Jones Financial Companies
270
Jones Financial Companies
Missouri
$450K
Acadian Asset Management
271
Acadian Asset Management
Massachusetts
$447K
TPM
272
Triasima Portfolio Management
Quebec, Canada
$446K
Cerity Partners
273
Cerity Partners
New York
$434K
PIM
274
Plato Investment Management
Australia
$434K
WF
275
WinCap Financial
Massachusetts
$433K