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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 %
SSWM
301
Sheets Smith Wealth Management
North Carolina
$513K +$513K +1,630 New
P
302
&Partners
Tennessee
$506K +$218K +696 +76%
CC
303
Chicago Capital
Illinois
$497K +$17.3K +55 +4%
TSS
304
Two Sigma Securities
New York
$496K -$337K -1,072 -40%
CIS
305
Custom Index Systems
New York
$489K +$68.2K +217 +16%
BTI
306
Blue Trust Inc
Georgia
$487K -$12.3K -39 -2%
GCM
307
Graham Capital Management
Connecticut
$480K -$2.2M -7,007 -82%
RP
308
Regal Partners
Australia
$472K +$472K +1,500 New
Corient Private Wealth
309
Corient Private Wealth
Florida
$469K -$1.26K -4 -0.3%
DILIC
310
Dai-ichi Life Insurance Company
Japan
$460K +$62.9K +200 +16%
GPGA
311
Grandeur Peak Global Advisors
Utah
$454K -$192K -612 -30%
Envestnet Portfolio Solutions
312
Envestnet Portfolio Solutions
Illinois
$447K +$72.6K +231 +19%
GWM
313
Gibbs Wealth Management
Georgia
$434K +$434K +1,381 New
WSFS
314
Wilmington Savings Fund Society
Delaware
$426K -$110K -351 -21%
AWM
315
Angeles Wealth Management
California
$414K +$414K +1,316 New
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$410K +$10.7K +34 +3%
CC
317
Centiva Capital
New York
$409K +$409K +1,299 New
KAS
318
Kestra Advisory Services
Texas
$404K +$404K +1,286 New
KHCM
319
Kirtland Hills Capital Management
Ohio
$403K +$96.2K +306 +31%
WG
320
Winton Group
United Kingdom
$398K +$398K +1,266 New
OAM
321
Oppenheimer Asset Management
New York
$391K +$391K +1,242 New
CP
322
Covenant Partners
Tennessee
$389K -$130K -413 -25%
SOW
323
State of Wyoming
Wyoming
$387K -$82.1K -261 -17%
Susquehanna International Group
324
Susquehanna International Group
Pennsylvania
$381K -$89.9K -286 -19%
APG Asset Management
325
APG Asset Management
Netherlands
$362K +$115K +430 +47%