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monday.com

438 hedge funds and large institutions have $9.38B invested in monday.com in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 165 increasing their positions, 116 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 70

49% more call options, than puts

Call options by funds: $505M | Put options by funds: $338M

42% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 116

9% more funds holding

Funds holding: 402438 (+36)

1.18% more ownership

Funds ownership: 78.78%79.96% (+1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less capital invested

Capital invested by funds: $10.9B → $9.38B (-$1.51B)

Holders
438
Holders Change
+36
Holders Change %
+8.96%
% of All Funds
5.77%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
109
Increased
165
Reduced
116
Closed
70
Calls
$505M
Puts
$338M
Net Calls
+$167M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
301
FDx Advisors
Illinois
$431K -$23.3K -84 -4%
APG Asset Management
302
APG Asset Management
Netherlands
$413K +$121K +436 +32%
QCM
303
Quantinno Capital Management
New York
$400K +$258K +930 +121%
RA
304
RFG Advisory
Alabama
$399K +$469K +1,693 New
WSFS
305
Wilmington Savings Fund Society
Delaware
$397K
SVCP
306
Silicon Valley Capital Partners
California
$394K
CP
307
Covenant Partners
Tennessee
$388K
EI
308
Ellevest Inc
New York
$377K -$7.48K -27 -2%
LBWM
309
Left Brain Wealth Management
Illinois
$372K +$438K +1,580 New
Corient Private Wealth
310
Corient Private Wealth
Florida
$363K +$38.2K +138 +10%
CC
311
Chicago Capital
Illinois
$356K -$78.9K -285 -16%
IC
312
Iconiq Capital
California
$355K +$417K +1,506 New
VA
313
Vident Advisory
Georgia
$349K -$78.9K -285 -16%
KIA
314
KCM Investment Advisors
California
$332K
CCM
315
Coldstream Capital Management
Washington
$321K -$2.77K -10 -0.7%
Northwestern Mutual Wealth Management
316
Northwestern Mutual Wealth Management
Wisconsin
$313K +$19.4K +70 +6%
BTI
317
Blue Trust Inc
Georgia
$309K +$275K +992 +311%
Osaic Holdings
318
Osaic Holdings
Arizona
$304K -$2.31M -8,333 -87%
BCI
319
Brinker Capital Investments
Pennsylvania
$303K +$59.3K +214 +20%
OPS
320
Orion Portfolio Solutions
Nebraska
$303K +$59.3K +214 +20%
VFA
321
Values First Advisors
Tennessee
$299K -$496K -1,791 -59%
DILIC
322
Dai-ichi Life Insurance Company
Japan
$297K -$27.7K -100 -7%
SOW
323
State of Wyoming
Wyoming
$292K +$5.26K +19 +2%
FRM
324
Fox Run Management
Connecticut
$292K +$344K +1,241 New
SA
325
Sanctuary Advisors
Indiana
$290K +$332K +1,199 New