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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
AWAU
301
Alliance Wealth Advisors (Utah)
Utah
$310K +$201K +871 +119%
TSS
302
Two Sigma Securities
New York
$305K +$230 +1 +0.1%
DILIC
303
Dai-ichi Life Insurance Company
Japan
$303K +$23K +100 +7%
CIS
304
Custom Index Systems
New York
$301K
SCA
305
Summit Creek Advisors
Minnesota
$301K +$151K +657 +73%
CT
306
ClearAlpha Technologies
Connecticut
$296K +$352K +1,527 New
LOAMU
307
Lombard Odier Asset Management (USA)
New York
$291K +$346K +1,502 New
PI
308
PFG Investments
New York
$291K +$345K +1,500 New
Northwestern Mutual Wealth Management
309
Northwestern Mutual Wealth Management
Wisconsin
$285K +$38.2K +166 +13%
DCM
310
DGS Capital Management
New Jersey
$272K +$168K +731 +109%
QF
311
QVT Financial
New York
$271K -$158K -686 -33%
Lido Advisors
312
Lido Advisors
California
$265K +$315K +1,366 New
FIA
313
Foundations Investment Advisors
Arizona
$263K +$312K +1,356 New
AQR Capital Management
314
AQR Capital Management
Connecticut
$257K +$127K +552 +71%
MIH
315
Meitav Investment House
Israel
$257K +$294K +1,275 New
Vontobel Holding
316
Vontobel Holding
Switzerland
$254K +$98.5K +428 +48%
AP
317
Antipodes Partners
Australia
$252K +$300K +1,303 New
SWA
318
Stratos Wealth Advisors
Ohio
$244K +$290K +1,258 New
ITFISA
319
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$242K +$134K +580 +87%
AWM
320
AE Wealth Management
Kansas
$240K +$131K +567 +84%
P
321
&Partners
Tennessee
$237K -$90.5K -393 -24%
OAM
322
Oppenheimer Asset Management
New York
$235K -$6.45K -28 -2%
WF
323
WoodTrust Financial
Wisconsin
$232K +$34.5K +150 +14%
CPC
324
Congress Park Capital
New York
$223K +$265K +1,150 New
CC
325
Centiva Capital
New York
$211K -$48.1K -209 -16%