MNDY icon

monday.com

426 hedge funds and large institutions have $7.78B invested in monday.com in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 167 increasing their positions, 133 reducing their positions, and 107 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

34% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 107

41% less capital invested

Capital invested by funds: $13.2B → $7.78B (-$5.45B)

Holders
426
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
WF
276
WinCap Financial
Massachusetts
$433K
JF
277
Jump Financial
Illinois
$432K
Osaic Holdings
278
Osaic Holdings
Arizona
$428K
AWM
279
Avior Wealth Management
Nebraska
$427K
CCM
280
Coldstream Capital Management
Washington
$422K
EI
281
Ethic Inc
New York
$413K
YCM
282
Yousif Capital Management
Michigan
$402K
AI
283
Atria Investments
North Carolina
$397K
KAS
284
Kestra Advisory Services
Texas
$389K
BTI
285
Blue Trust Inc
Georgia
$387K
CMF
286
Counterpoint Mutual Funds
California
$380K
KBC Group
287
KBC Group
Belgium
$376K
OAM
288
Oxford Asset Management
United Kingdom
$373K
Corient Private Wealth
289
Corient Private Wealth
Florida
$371K
Ohio Public Employees Retirement System (OPERS)
290
Ohio Public Employees Retirement System (OPERS)
Ohio
$368K
SS
291
SBI Securities
Japan
$363K
IMCOOI
292
Investment Management Corp of Ontario (IMCO)
Canada
$353K
Rafferty Asset Management
293
Rafferty Asset Management
New York
$349K
VFA
294
Values First Advisors
Tennessee
$342K
Envestnet Portfolio Solutions
295
Envestnet Portfolio Solutions
Illinois
$341K
PWG
296
Portside Wealth Group
Utah
$323K
Royal London Asset Management
297
Royal London Asset Management
United Kingdom
$320K
IWC
298
Integrated Wealth Concepts
Massachusetts
$316K
FA
299
FDx Advisors
Illinois
$314K
AWAU
300
Alliance Wealth Advisors (Utah)
Utah
$310K