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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 %
AAMU
326
APG Asset Management US
New York
$358K
IWC
327
Integrated Wealth Concepts
Massachusetts
$358K +$358K +1,139 New
WF
328
WoodTrust Financial
Wisconsin
$330K
SS
329
SBI Securities
Japan
$325K -$40.3K -128 -11%
QCG
330
Quadrant Capital Group
Ohio
$325K -$115K -367 -26%
Calamos Advisors
331
Calamos Advisors
Illinois
$308K +$308K +978 New
VWM
332
Venturi Wealth Management
Texas
$304K -$6.6K -21 -2%
AIA
333
AssuredPartners Investment Advisors
Florida
$301K
IMCOOI
334
Investment Management Corp of Ontario (IMCO)
Canada
$290K -$31.4K -100 -10%
SCA
335
Summit Creek Advisors
Minnesota
$281K +$281K +895 New
Vontobel Holding
336
Vontobel Holding
Switzerland
$278K -$7.86K -25 -3%
CI
337
Clal Insurance
Israel
$277K
MFIM
338
Mesirow Financial Investment Management
Illinois
$271K -$27.7K -88 -9%
PS
339
Principal Securities
Iowa
$270K +$253K +805 +1,519%
GGA
340
Granite Group Advisors
Connecticut
$263K
IA
341
IFP Advisors
Florida
$260K +$153K +486 +142%
Janney Montgomery Scott
342
Janney Montgomery Scott
Pennsylvania
$260K +$260K +828 New
JCM
343
Jag Capital Management
Missouri
$254K +$254K +808 New
LFG
344
Larson Financial Group
Missouri
$253K +$55.3K +176 +28%
HI
345
Harbour Investments
Wisconsin
$251K -$282K -897 -53%
NYLIM
346
New York Life Investment Management
New York
$248K +$248K +790 New
AQR Capital Management
347
AQR Capital Management
Connecticut
$244K +$244K +776 New
FDP
348
Financiere des Professionnels
Quebec, Canada
$243K +$243K +773 New
TPW
349
Transatlantique Private Wealth
New York
$242K +$242K +769 New
PNC
350
Park National Corp
Ohio
$241K +$241K +766 New