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monday.com

304 hedge funds and large institutions have $2.54B invested in monday.com in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 121 increasing their positions, 91 reducing their positions, and 148 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 in top 10

Funds holding in top 10:

less funds holding

Funds holding:

27% less call options, than puts

Call options by funds: $119M | Put options by funds: $163M

57% less capital invested

Capital invested by funds: $5.86B → $2.54B (-$3.32B)

64% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 148

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$163M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
251
Pinnacle Wealth Planning Services
Ohio
$16.6K
VCM
252
Versant Capital Management
Arizona
$16.4K
AF
253
Allworth Financial
California
$15.5K
AS
254
Altshuler Shaham
Israel
$13.8K
BTI
255
Blue Trust Inc
Georgia
$12.7K
OCWP
256
Owl Creek Wealth Partners
Colorado
$9.05K
TWD
257
True Wealth Design
Ohio
$8.29K
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$7.46K
FCMT
259
Founders Capital Management (Texas)
Texas
$6.91K
SL
260
Salomon & Ludwin
Virginia
$6.63K
HI
261
Harbour Investments
Wisconsin
$5.6K
SFAM
262
Sawyer Falduto Asset Management
Illinois
$5.46K
SIC
263
SJS Investment Consulting
Ohio
$5.32K
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$5.18K
VNA
265
Valley National Advisers
Pennsylvania
$5K
BW
266
Bravera Wealth
North Dakota
$4.35K
CSB
267
City State Bank
Iowa
$3.11K
UB
268
UMB Bank
Missouri
$2.76K
GKIM
269
GW&K Investment Management
Massachusetts
$2K
RFP
270
Root Financial Partners
California
$1.8K
ASN
271
Advisory Services Network
Georgia
$1.52K
LI
272
LRI Investments
Florida
$1.38K
BIA
273
Bell Investment Advisors
California
$1.31K
WWM
274
Wolff Wiese Magana
California
$1.31K
FC
275
Fairscale Capital
New Hampshire
$1.04K