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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
NFSG
351
Newbridge Financial Services Group
Florida
$62K
S
352
SignatureFD
Georgia
$61.6K
CA
353
CoreCap Advisors
Michigan
$57.9K
HBW
354
Hazlett, Burt & Watson
West Virginia
$57K
NS
355
NBC Securities
Alabama
$56.4K
TRCT
356
Tower Research Capital (TRC)
New York
$55.8K
Mirae Asset Global ETFs Holdings
357
Mirae Asset Global ETFs Holdings
Hong Kong
$54.6K
AT
358
Arlington Trust
Alabama
$47.8K
SAM
359
Smartleaf Asset Management
Massachusetts
$45K
AF
360
Allworth Financial
California
$30.1K
ASN
361
Advisory Services Network
Georgia
$28.5K
VCM
362
Versant Capital Management
Arizona
$25.8K
CH
363
Cromwell Holdings
Wyoming
$25.6K
EWA
364
EverSource Wealth Advisors
Alabama
$25K
PH
365
Pinnacle Holdings
Oklahoma
$23.6K
CPG
366
Cornerstone Planning Group
New Jersey
$22.5K
BC
367
Bayforest Capital
United Kingdom
$17.8K
BBHC
368
Brown Brothers Harriman & Co
New York
$16.3K
Carson Wealth (CWM LLC)
369
Carson Wealth (CWM LLC)
Nebraska
$16K
VNA
370
Valley National Advisers
Pennsylvania
$16K
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$15.5K
BCM
372
Berbice Capital Management
New York
$15.5K
RFA
373
Reyes Financial Architecture
California
$14.5K
NA
374
NewEdge Advisors
Louisiana
$12.8K
MCM
375
MAI Capital Management
Ohio
$12.6K