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monday.com

468 hedge funds and large institutions have $13.2B invested in monday.com in 2025 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 213 increasing their positions, 119 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 50

82% more call options, than puts

Call options by funds: $309M | Put options by funds: $169M

79% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 119

33% more capital invested

Capital invested by funds: $9.94B → $13.2B (+$3.3B)

18% more funds holding in top 10

Funds holding in top 10: 1720 (+3)

8% more funds holding

Funds holding: 432468 (+36)

2.11% more ownership

Funds ownership: 79.99%82.1% (+2.1%)

Holders
468
Holders Change
+36
Holders Change %
+8.33%
% of All Funds
6.16%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.26%
New
92
Increased
213
Reduced
119
Closed
50
Calls
$309M
Puts
$169M
Net Calls
+$140M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
376
Catalyst Capital Advisors
New York
$208K +$44.5K +160 +32%
PWG
377
Portside Wealth Group
Utah
$201K +$178K +639 New
Mercer Global Advisors
378
Mercer Global Advisors
Colorado
$201K +$178K +638 New
SWM
379
Spire Wealth Management
Virginia
$193K +$12K +43 +8%
PA
380
Parallel Advisors
California
$188K +$94.4K +339 +131%
AAP
381
Arax Advisory Partners
Colorado
$182K +$557 +2 +0.3%
SPIA
382
Steward Partners Investment Advisory
New York
$145K +$1.67K +6 +1%
HPC
383
HM Payson & Co
Maine
$143K
Pacer Advisors
384
Pacer Advisors
Pennsylvania
$142K +$14.5K +52 +13%
AUB
385
Atlantic Union Bankshares
Virginia
$142K +$125K +450 New
S
386
SignatureFD
Georgia
$135K +$58.7K +211 +97%
AAM
387
Advisors Asset Management
Colorado
$134K -$12K -43 -9%
AV
388
ASR Vermogensbeheer
Netherlands
$126K +$83.5K +300 +297%
FFA
389
Farther Finance Advisors
California
$116K +$44K +158 +75%
NFSG
390
Newbridge Financial Services Group
Florida
$101K -$13.9K -50 -14%
OWA
391
Opal Wealth Advisors
New York
$84.9K +$1.95K +7 +3%
CAM
392
Capco Asset Management
Florida
$83.3K +$73.8K +265 New
AT
393
Arlington Trust
Alabama
$77.7K
Mirae Asset Global ETFs Holdings
394
Mirae Asset Global ETFs Holdings
Hong Kong
$77.4K +$6.96K +25 +11%
Loomis, Sayles & Company
395
Loomis, Sayles & Company
Massachusetts
$77K +$6.13K +22 +10%
TRCT
396
Tower Research Capital (TRC)
New York
$74.5K -$2.51K -9 -4%
FHA
397
First Horizon Advisors
Tennessee
$73.4K +$18.7K +67 +40%
CH
398
Cromwell Holdings
Wyoming
$71.4K +$19.8K +71 +46%
Carson Wealth (CWM LLC)
399
Carson Wealth (CWM LLC)
Nebraska
$66K +$13.9K +50 +31%
Acadian Asset Management
400
Acadian Asset Management
Massachusetts
$60K -$118K -425 -69%

MNDY Hedge Fund Activity: Q2 2025 in Review

468 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in monday.com (MNDY) for Q2 2025, worth a combined $13.2B — up 33% from $9.94B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new MNDY positions and 50 closed out — a net gain of 42 holders — while 213 added to existing stakes and 119 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $394M. The largest seller was Sonnipe Ltd, cutting an estimated $280M.

  • 468 institutional investors held monday.com (MNDY) as of Q2 2025, up from 432 in Q1 2025.
  • Funds reported $13.2B of monday.com stock for Q2 2025, up 33% quarter-over-quarter.
  • 92 funds opened new monday.com positions in Q2 2025 and 50 closed out, a net change of +42 holders.
  • The largest monday.com buyer in Q2 2025 was Fidelity Investments, an estimated $394M added.
  • The largest monday.com seller in Q2 2025 was Sonnipe Ltd, an estimated $280M sold.

Based on aggregated 13F filings for Q2 2025.