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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
FHC
376
First Horizon Corporation
Tennessee
$11.4K
VWA
377
VSM Wealth Advisory
Maryland
$9.69K
QWM
378
Quaker Wealth Management
New Jersey
$8.91K
CSB
379
City State Bank
Iowa
$8.72K
GRP
380
Global Retirement Partners
California
$8.52K
QCG
381
Quadrant Capital Group
Ohio
$6.97K
W
382
WealthCollab
Washington
$6.59K
WANY
383
Wealthspire Advisors (New York)
New York
$5.62K
BIA
384
Bell Investment Advisors
California
$5.04K
WTA
385
Washington Trust Advisors
Massachusetts
$5.04K
GBT
386
Grove Bank & Trust
Florida
$4.84K
AWM
387
Activest Wealth Management
Florida
$4.84K
SL
388
Salomon & Ludwin
Virginia
$4.59K
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$4.46K
TFGT
390
TS Financial Group (TSFG)
Illinois
$4K
WWM
391
Wolff Wiese Magana
California
$3.68K
LI
392
LRI Investments
Florida
$3.1K
PGAM
393
Princeton Global Asset Management
New Jersey
$2.9K
FC
394
Fairscale Capital
New Hampshire
$2.9K
CFB
395
Cullen/Frost Bankers
Texas
$2.9K
GI
396
GAMMA Investing
California
$2.32K
EDRH
397
Edmond de Rothschild Holding
Switzerland
$2.32K
GKIM
398
GW&K Investment Management
Massachusetts
$2K
WA
399
WPG Advisers
Maryland
$1.94K
BAM
400
Bellevue Asset Management
Washington
$1.94K