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monday.com

428 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, 167 increasing their positions, 134 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 134

4.25% less ownership

Funds ownership: 82.1%77.85% (-4.2%)

9% less funds holding

Funds holding: 468428 (-40)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

27% less call options, than puts

Call options by funds: $292M | Put options by funds: $401M

33% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 108

41% less capital invested

Capital invested by funds: $13.2B → $7.78B (-$5.46B)

Holders
428
Holders Change
-40
Holders Change %
-8.55%
% of All Funds
5.62%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
72
Increased
167
Reduced
134
Closed
108
Calls
$292M
Puts
$401M
Net Calls
-$109M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
351
Pacer Advisors
Pennsylvania
$74K -$16.1K -70 -15%
SPIA
352
Steward Partners Investment Advisory
New York
$69K -$24.2K -105 -23%
CCM
353
Cloud Capital Management
Washington
$65K +$77.6K +337 New
CAM
354
Capco Asset Management
Florida
$62.2K +$12.9K +56 +21%
NFSG
355
Newbridge Financial Services Group
Florida
$62K
S
356
SignatureFD
Georgia
$61.6K -$25.3K -110 -26%
CA
357
CoreCap Advisors
Michigan
$57.9K +$68.8K +299 New
HBW
358
Hazlett, Burt & Watson
West Virginia
$57K +$31.1K +135 +84%
NS
359
NBC Securities
Alabama
$56.4K +$41.9K +182 +167%
TRCT
360
Tower Research Capital (TRC)
New York
$55.8K +$11.7K +51 +22%
Mirae Asset Global ETFs Holdings
361
Mirae Asset Global ETFs Holdings
Hong Kong
$54.6K +$8.29K +36 +15%
AT
362
Arlington Trust
Alabama
$47.8K
SAM
363
Smartleaf Asset Management
Massachusetts
$45K +$43.7K +190 +576%
AF
364
Allworth Financial
California
$30.1K -$1.84K -8 -5%
ASN
365
Advisory Services Network
Georgia
$28.5K +$33.8K +147 New
VCM
366
Versant Capital Management
Arizona
$25.8K -$3.45K -15 -10%
CH
367
Cromwell Holdings
Wyoming
$25.6K -$21.9K -95 -42%
EWA
368
EverSource Wealth Advisors
Alabama
$25K -$4.83K -21 -14%
PH
369
Pinnacle Holdings
Oklahoma
$23.6K +$28.1K +122 New
CPG
370
Cornerstone Planning Group
New Jersey
$22.5K +$17.3K +75 +197%
BC
371
Bayforest Capital
United Kingdom
$17.8K +$21.2K +92 New
BBHC
372
Brown Brothers Harriman & Co
New York
$16.3K
Carson Wealth (CWM LLC)
373
Carson Wealth (CWM LLC)
Nebraska
$16K -$29.7K -129 -61%
VNA
374
Valley National Advisers
Pennsylvania
$16K +$8.06K +35 +70%
Fifth Third Bancorp
375
Fifth Third Bancorp
Ohio
$15.5K +$6.68K +29 +57%