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monday.com
MNDY

Overview Fund Activity

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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$207M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$181M
4
RGC
Rubicon Global Capital
United Kingdom
+$137M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$116M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$186M
2
SL
Sonnipe Ltd
Isle Of Man
-$162M
3
Franklin Resources
Franklin Resources
California
-$128M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
5
Morgan Stanley
Morgan Stanley
New York
-$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NA
376
NewEdge Advisors
Louisiana
$27K +$25.8K +106 +2,120%
SFG
377
Stonebridge Financial Group
Pennsylvania
$26.3K – – –
SSG
378
Summit Securities Group
New York
$25K +$25K +103 New
AV
379
ASR Vermogensbeheer
Netherlands
$24.6K +$24.6K +101 New
HBW
380
Hazlett, Burt & Watson
West Virginia
$24K +$24K +100 New
MPWT
381
MassMutual Private Wealth & Trust
Connecticut
$21.2K +$5.35K +22 +34%
EWA
382
EverSource Wealth Advisors
Alabama
$20.7K -$9.99K -41 -33%
SAM
383
Smartleaf Asset Management
Massachusetts
$17.3K -$988 -4 -5%
NS
384
NBC Securities
Alabama
$17K +$17K +73 New
APTFM
385
AGUR Provident & Training Funds Management
Israel
$15K – – –
LC
386
Lindbrook Capital
California
$14.6K -$2.19K -9 -13%
QL
387
Quarry LP
New York
$13.6K -$8.51K -35 -38%
AF
388
Allworth Financial
California
$13.6K +$2.66K +10 +24%
Fifth Third Bancorp
389
Fifth Third Bancorp
Ohio
$13.4K -$1.7K -7 -11%
PS
390
Principal Securities
Iowa
$12.5K – – –
HCP
391
Hexagon Capital Partners
Arkansas
$12.4K +$1.7K +7 +16%
VWA
392
VSM Wealth Advisory
Maryland
$12.2K – – –
CA
393
CoreCap Advisors
Michigan
$11.2K +$11.2K +46 New
BIA
394
Bell Investment Advisors
California
$9.48K – – –
CPG
395
Cornerstone Planning Group
New Jersey
$9.42K +$9.18K +37 +3,700%
W
396
WealthCollab
Washington
$8.27K – – –
WTA
397
Washington Trust Advisors
Massachusetts
$8.02K -$4.86K -20 -38%
HIIFS
398
Harel Insurance Investments & Financial Services
Israel
$6K -$1.62K -7 -21%
BIG
399
Brooklyn Investment Group
New York
$5.59K +$1.95K +8 +53%
TFGT
400
TS Financial Group (TSFG)
Illinois
$5K – – –
14 15
16
17 18