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monday.com

426 hedge funds and large institutions have $7.78B invested in monday.com in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 167 increasing their positions, 133 reducing their positions, and 107 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

34% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 107

41% less capital invested

Capital invested by funds: $13.2B → $7.78B (-$5.45B)

Holders
426
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
SPIA
351
Steward Partners Investment Advisory
New York
$69K
CCM
352
Cloud Capital Management
Washington
$65K
CAM
353
Capco Asset Management
Florida
$62.2K
NFSG
354
Newbridge Financial Services Group
Florida
$62K
S
355
SignatureFD
Georgia
$61.6K
CA
356
CoreCap Advisors
Michigan
$57.9K
HBW
357
Hazlett, Burt & Watson
West Virginia
$57K
NS
358
NBC Securities
Alabama
$56.4K
TRCT
359
Tower Research Capital (TRC)
New York
$55.8K
Mirae Asset Global ETFs Holdings
360
Mirae Asset Global ETFs Holdings
Hong Kong
$54.6K
AT
361
Arlington Trust
Alabama
$47.8K
SAM
362
Smartleaf Asset Management
Massachusetts
$45K
AF
363
Allworth Financial
California
$30.1K
ASN
364
Advisory Services Network
Georgia
$28.5K
VCM
365
Versant Capital Management
Arizona
$25.8K
CH
366
Cromwell Holdings
Wyoming
$25.6K
EWA
367
EverSource Wealth Advisors
Alabama
$25K
PH
368
Pinnacle Holdings
Oklahoma
$23.6K
CPG
369
Cornerstone Planning Group
New Jersey
$22.5K
BC
370
Bayforest Capital
United Kingdom
$17.8K
BBHC
371
Brown Brothers Harriman & Co
New York
$16.3K
Carson Wealth (CWM LLC)
372
Carson Wealth (CWM LLC)
Nebraska
$16K
VNA
373
Valley National Advisers
Pennsylvania
$16K
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$15.5K
BCM
375
Berbice Capital Management
New York
$15.5K