MNDY icon

monday.com

458 hedge funds and large institutions have $13.2B invested in monday.com in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 207 increasing their positions, 119 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+32
Holders Change %
+7.51%
% of All Funds
6.14%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.27%
New
89
Increased
207
Reduced
119
Closed
49
Calls
$309M
Puts
$169M
Net Calls
+$140M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
LAI
276
Legal Advantage Investments
California
$755K +$94.3K +300 +14%
Principal Financial Group
277
Principal Financial Group
Iowa
$750K +$36.2K +115 +5%
Osaic Holdings
278
Osaic Holdings
Arizona
$734K +$574K +2,252 +359%
CCM
279
Coldstream Capital Management
Washington
$726K +$228K +724 +46%
ML
280
McAdam LLC
Pennsylvania
$717K -$108K -342 -13%
PIM
281
Plato Investment Management
Australia
$708K -$56.7K -181 -7%
Jones Financial Companies
282
Jones Financial Companies
Missouri
$695K +$269K +874 +63%
WF
283
WinCap Financial
Massachusetts
$686K -$56.9K -181 -8%
YCM
284
Yousif Capital Management
Michigan
$661K +$48.7K +155 +8%
PAS
285
Park Avenue Securities
New York
$657K +$351K +1,117 +115%
QF
286
QVT Financial
New York
$656K +$656K +2,087 New
PAM
287
Panagora Asset Management
Massachusetts
$655K -$1.91M -6,083 -74%
RA
288
RFG Advisory
Alabama
$616K +$17.3K +55 +3%
KBC Group
289
KBC Group
Belgium
$611K
CPBTD
290
Central Pacific Bank - Trust Division
Hawaii
$610K -$226K -718 -27%
Ohio Public Employees Retirement System (OPERS)
291
Ohio Public Employees Retirement System (OPERS)
Ohio
$598K -$283K -900 -32%
LBWM
292
Left Brain Wealth Management
Illinois
$588K +$231K +735 +65%
AAS
293
Avantax Advisory Services
Texas
$583K -$12.6K -40 -2%
VFA
294
Values First Advisors
Tennessee
$579K -$7.55K -24 -1%
SC
295
Shay Capital
New York
$566K -$472K -1,500 -45%
DWM
296
Dakota Wealth Management
Florida
$564K +$16.4K +52 +3%
AWM
297
Avior Wealth Management
Nebraska
$563K
Rafferty Asset Management
298
Rafferty Asset Management
New York
$538K -$45K -143 -8%
Royal London Asset Management
299
Royal London Asset Management
United Kingdom
$520K
FA
300
FDx Advisors
Illinois
$515K -$22K -70 -4%