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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 %
GC
276
Guggenheim Capital
Illinois
$491K -$113K -465 -19%
Cerity Partners
277
Cerity Partners
New York
$490K +$53K +218 +12%
YCM
278
Yousif Capital Management
Michigan
$474K +$20.7K +85 +5%
CWM
279
Circle Wealth Management
New Jersey
$472K +$472K +1,942 New
KBC Group
280
KBC Group
Belgium
$472K
RA
281
RFG Advisory
Alabama
$463K +$51.1K +210 +12%
AAS
282
Avantax Advisory Services
Texas
$461K -$37K -152 -7%
VFA
283
Values First Advisors
Tennessee
$454K +$145K +594 +47%
Rafferty Asset Management
284
Rafferty Asset Management
New York
$451K +$451K +1,854 New
RS
285
Rakuten Securities
Japan
$450K -$1.64M -6,736 -78%
AWM
286
Avior Wealth Management
Nebraska
$436K -$152K -627 -26%
DWM
287
Dakota Wealth Management
Florida
$423K -$125K -515 -23%
WSFS
288
Wilmington Savings Fund Society
Delaware
$415K +$4.86K +20 +1%
FA
289
FDx Advisors
Illinois
$415K -$29.9K -123 -7%
SVCP
290
Silicon Valley Capital Partners
California
$413K
HI
291
Harbour Investments
Wisconsin
$412K +$412K +1,695 New
VA
292
Vident Advisory
Georgia
$404K +$44K +181 +12%
Royal London Asset Management
293
Royal London Asset Management
United Kingdom
$402K +$402K +1,652 New
CP
294
Covenant Partners
Tennessee
$401K
BTI
295
Blue Trust Inc
Georgia
$386K +$67.4K +277 +21%
CCM
296
Coldstream Capital Management
Washington
$385K +$53.5K +220 +16%
EI
297
Ellevest Inc
New York
$381K -$8.75K -36 -2%
National Bank of Canada
298
National Bank of Canada
Quebec, Canada
$379K +$156K +643 +70%
BCI
299
Brinker Capital Investments
Pennsylvania
$378K +$64.7K +266 +21%
OPS
300
Orion Portfolio Solutions
Nebraska
$378K +$64.7K +266 +21%