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monday.com

426 hedge funds and large institutions have $9.81B invested in monday.com in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 147 increasing their positions, 159 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-8
Holders Change %
-1.84%
% of All Funds
5.79%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
76
Increased
147
Reduced
159
Closed
78
Calls
$299M
Puts
$261M
Net Calls
+$37.9M
Net Calls Change
-$129M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
351
Advisors Asset Management
Colorado
$114K +$3.4K +14 +3%
HPC
352
HM Payson & Co
Maine
$111K
SPIA
353
Steward Partners Investment Advisory
New York
$111K +$41.3K +170 +60%
SSB
354
Sandy Spring Bank
Maryland
$109K
JFGIW
355
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$101K +417 New
Pacer Advisors
356
Pacer Advisors
Pennsylvania
$97.3K +$8.02K +33 +9%
CCM
357
Cloud Capital Management
Washington
$94K +$94K +390 New
NFSG
358
Newbridge Financial Services Group
Florida
$90K -$28.7K -118 -24%
IA
359
IFP Advisors
Florida
$83.2K -$15.8K -65 -16%
VCM
360
Versant Capital Management
Arizona
$68.1K +$68.1K +280 New
OWA
361
Opal Wealth Advisors
New York
$64K +$64K +263 New
PA
362
Parallel Advisors
California
$63K -$17.5K -72 -22%
AT
363
Arlington Trust
Alabama
$60.1K
TRCT
364
Tower Research Capital (TRC)
New York
$59.8K +$8.51K +35 +17%
FFA
365
Farther Finance Advisors
California
$55.3K +$13.6K +52 +33%
Loomis, Sayles & Company
366
Loomis, Sayles & Company
Massachusetts
$54K +$8.96K +37 +20%
Mirae Asset Global ETFs Holdings
367
Mirae Asset Global ETFs Holdings
Hong Kong
$53.7K -$39.4K -162 -42%
S
368
SignatureFD
Georgia
$52.7K +$17.7K +73 +51%
RI
369
Ridgewood Investments
New Jersey
$41.3K
FHA
370
First Horizon Advisors
Tennessee
$40.4K +$17K +70 +73%
CA
371
Clearstead Advisors
Ohio
$40.1K -$729 -3 -2%
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$39K -$26.1K -107 -40%
CH
373
Cromwell Holdings
Wyoming
$37.9K
Mirae Asset Global Investments
374
Mirae Asset Global Investments
South Korea
$30.6K -$37.1K -150 -55%
GBT
375
Grove Bank & Trust
Florida
$29.7K +$29.7K +122 New