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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
JF
276
Jump Financial
Illinois
$432K
Osaic Holdings
277
Osaic Holdings
Arizona
$428K
AWM
278
Avior Wealth Management
Nebraska
$427K
CCM
279
Coldstream Capital Management
Washington
$422K
EI
280
Ethic Inc
New York
$413K
YCM
281
Yousif Capital Management
Michigan
$402K
AI
282
Atria Investments
North Carolina
$397K
KAS
283
Kestra Advisory Services
Texas
$389K
BTI
284
Blue Trust Inc
Georgia
$387K
CMF
285
Counterpoint Mutual Funds
California
$380K
OAM
286
Oxford Asset Management
United Kingdom
$373K
Corient Private Wealth
287
Corient Private Wealth
Florida
$371K
Ohio Public Employees Retirement System (OPERS)
288
Ohio Public Employees Retirement System (OPERS)
Ohio
$368K
SS
289
SBI Securities
Japan
$363K
IMCOOI
290
Investment Management Corp of Ontario (IMCO)
Canada
$353K
Rafferty Asset Management
291
Rafferty Asset Management
New York
$349K
VFA
292
Values First Advisors
Tennessee
$342K
Envestnet Portfolio Solutions
293
Envestnet Portfolio Solutions
Illinois
$341K
PWG
294
Portside Wealth Group
Utah
$323K
Royal London Asset Management
295
Royal London Asset Management
United Kingdom
$320K
IWC
296
Integrated Wealth Concepts
Massachusetts
$316K
FA
297
FDx Advisors
Illinois
$314K
AWAU
298
Alliance Wealth Advisors (Utah)
Utah
$310K
TSS
299
Two Sigma Securities
New York
$305K
DILIC
300
Dai-ichi Life Insurance Company
Japan
$303K