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monday.com

428 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, 167 increasing their positions, 134 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 134

4.25% less ownership

Funds ownership: 82.1%77.85% (-4.2%)

9% less funds holding

Funds holding: 468428 (-40)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

27% less call options, than puts

Call options by funds: $292M | Put options by funds: $401M

33% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 108

41% less capital invested

Capital invested by funds: $13.2B → $7.78B (-$5.46B)

Holders
428
Holders Change
-40
Holders Change %
-8.55%
% of All Funds
5.62%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
72
Increased
167
Reduced
134
Closed
108
Calls
$292M
Puts
$401M
Net Calls
-$109M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
276
Plato Investment Management
Australia
$434K
WF
277
WinCap Financial
Massachusetts
$433K +$12.2K +53 +2%
JF
278
Jump Financial
Illinois
$432K -$5.78M -25,104 -92%
Osaic Holdings
279
Osaic Holdings
Arizona
$428K -$164K -711 -24%
AWM
280
Avior Wealth Management
Nebraska
$427K +$94.9K +412 +23%
CCM
281
Coldstream Capital Management
Washington
$422K -$29.2K -127 -6%
EI
282
Ethic Inc
New York
$413K -$88.6K -385 -15%
YCM
283
Yousif Capital Management
Michigan
$402K -$6.22K -27 -1%
AI
284
Atria Investments
North Carolina
$397K -$360K -1,563 -43%
KAS
285
Kestra Advisory Services
Texas
$389K +$166K +720 +56%
BTI
286
Blue Trust Inc
Georgia
$387K +$103K +449 +29%
CMF
287
Counterpoint Mutual Funds
California
$380K -$111K -480 -20%
KBC Group
288
KBC Group
Belgium
$376K
OAM
289
Oxford Asset Management
United Kingdom
$373K +$444K +1,927 New
Corient Private Wealth
290
Corient Private Wealth
Florida
$371K -$246K -1,067 -36%
Ohio Public Employees Retirement System (OPERS)
291
Ohio Public Employees Retirement System (OPERS)
Ohio
$368K
SS
292
SBI Securities
Japan
$363K +$193K +837 +81%
IMCOOI
293
Investment Management Corp of Ontario (IMCO)
Canada
$353K +$207K +900 +98%
Rafferty Asset Management
294
Rafferty Asset Management
New York
$349K +$21K +91 +5%
VFA
295
Values First Advisors
Tennessee
$342K -$17.5K -76 -4%
Envestnet Portfolio Solutions
296
Envestnet Portfolio Solutions
Illinois
$341K +$77.8K +338 +24%
PWG
297
Portside Wealth Group
Utah
$323K +$237K +1,031 +161%
Royal London Asset Management
298
Royal London Asset Management
United Kingdom
$320K
IWC
299
Integrated Wealth Concepts
Massachusetts
$316K +$114K +493 +43%
FA
300
FDx Advisors
Illinois
$314K -$24.6K -107 -7%