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monday.com

304 hedge funds and large institutions have $2.54B invested in monday.com in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 121 increasing their positions, 91 reducing their positions, and 148 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 in top 10

Funds holding in top 10:

less funds holding

Funds holding:

27% less call options, than puts

Call options by funds: $119M | Put options by funds: $163M

57% less capital invested

Capital invested by funds: $5.86B → $2.54B (-$3.32B)

64% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 148

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$163M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFGT
276
TS Financial Group (TSFG)
Illinois
$1K
EDRH
277
Edmond de Rothschild Holding
Switzerland
$829
ZBNA
278
Zions Bancorporation, National Association
Utah
$829
W
279
WealthCollab
Washington
$761
GBT
280
Grove Bank & Trust
Florida
$760
CJ
281
Caitlin John
Michigan
$691
PFBT
282
Parkside Financial Bank & Trust
Missouri
$622
IAAG
283
Innovative Asset Advisors Group
Connecticut
$622
PWA
284
Physician Wealth Advisors
Utah
$553
GSEP
285
Golden State Equity Partners
California
$552
CA
286
CoreCap Advisors
Michigan
$484
PTC
287
Private Trust Company
Ohio
$484
BWA
288
Basecamp Wealth Advisors
Washington
$484
AAP
289
Arax Advisory Partners
Colorado
$416
WA
290
WPG Advisers
Maryland
$346
AA
291
Addison Advisors
Vermont
$277
CW
292
Curio Wealth
Maryland
$276
FHC
293
First Horizon Corporation
Tennessee
$207
RIL
294
Rothschild Investment LLC
Illinois
$207
TPCW
295
TD Private Client Wealth
New York
$207
AWM
296
Abound Wealth Management
Tennessee
$139
AssetMark Inc
297
AssetMark Inc
California
$138
WA
298
Whipplewood Advisors
Colorado
$138
SAM
299
Smartleaf Asset Management
Massachusetts
$136
CCWM
300
Cassaday & Co Wealth Management
Virginia
$70