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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
Credit Agricole
351
Credit Agricole
France
$165K
LFG
352
Larson Financial Group
Missouri
$142K
VI
353
Vestcor Inc
New Brunswick, Canada
$142K +$23K +83 +16%
AAP
354
Arax Advisory Partners
Colorado
$141K +$4.16K +15 +3%
SWM
355
Spire Wealth Management
Virginia
$125K +$147K +530 New
NFSG
356
Newbridge Financial Services Group
Florida
$115K -$10.2K -37 -7%
HPC
357
HM Payson & Co
Maine
$107K
AAM
358
Advisors Asset Management
Colorado
$107K -$16.9K -61 -12%
SSB
359
Sandy Spring Bank
Maryland
$106K
IA
360
IFP Advisors
Florida
$95.8K -$1.66K -6 -1%
Mirae Asset Global ETFs Holdings
361
Mirae Asset Global ETFs Holdings
Hong Kong
$90.2K +$57.1K +206 +116%
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$86.4K +$8.86K +32 +10%
PA
363
Parallel Advisors
California
$77.9K +$8.03K +29 +10%
SPIA
364
Steward Partners Investment Advisory
New York
$67.1K -$831 -3 -1%
Mirae Asset Global Investments
365
Mirae Asset Global Investments
South Korea
$64.2K +$32.4K +117 +75%
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$63K +$61.8K +223 +507%
AT
367
Arlington Trust
Alabama
$58.2K
CAS
368
Coppell Advisory Solutions
Texas
$56.3K -$23.8K -86 -31%
TRCT
369
Tower Research Capital (TRC)
New York
$49.7K -$225K -811 -79%
MB
370
Mizuho Bank
Japan
$47.1K +$8.31K +30 +18%
Loomis, Sayles & Company
371
Loomis, Sayles & Company
Massachusetts
$44K +$51.5K +186 New
RI
372
Ridgewood Investments
New Jersey
$40K
CA
373
Clearstead Advisors
Ohio
$39.6K -$95.8K -346 -67%
FFA
374
Farther Finance Advisors
California
$37.4K
CH
375
Cromwell Holdings
Wyoming
$36.7K +$34.1K +123 +373%