MNDY icon

monday.com

420 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, 163 increasing their positions, 132 reducing their positions, and 106 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

32% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 106

41% less capital invested

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

Holders
420
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
CIS
301
Custom Index Systems
New York
$301K
SCA
302
Summit Creek Advisors
Minnesota
$301K
CT
303
ClearAlpha Technologies
Connecticut
$296K
LOAMU
304
Lombard Odier Asset Management (USA)
New York
$291K
PI
305
PFG Investments
New York
$291K
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$285K
QF
307
QVT Financial
New York
$271K
Lido Advisors
308
Lido Advisors
California
$265K
FIA
309
Foundations Investment Advisors
Arizona
$263K
AQR Capital Management
310
AQR Capital Management
Connecticut
$257K
MIH
311
Meitav Investment House
Israel
$257K
Vontobel Holding
312
Vontobel Holding
Switzerland
$254K
AP
313
Antipodes Partners
Australia
$252K
SWA
314
Stratos Wealth Advisors
Ohio
$244K
ITFISA
315
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$242K
AWM
316
AE Wealth Management
Kansas
$240K
P
317
&Partners
Tennessee
$237K
OAM
318
Oppenheimer Asset Management
New York
$235K
WF
319
WoodTrust Financial
Wisconsin
$232K
CPC
320
Congress Park Capital
New York
$223K
CC
321
Centiva Capital
New York
$211K
AIM
322
Aigen Investment Management
New York
$208K
WWM
323
WT Wealth Management
Arizona
$207K
GSC
324
Ground Swell Capital
South Carolina
$204K
Janney Montgomery Scott
325
Janney Montgomery Scott
Pennsylvania
$203K