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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
RFA
376
Reyes Financial Architecture
California
$14.5K
NA
377
NewEdge Advisors
Louisiana
$12.8K
MCM
378
MAI Capital Management
Ohio
$12.6K
FHC
379
First Horizon Corporation
Tennessee
$11.4K
VWA
380
VSM Wealth Advisory
Maryland
$9.69K
QWM
381
Quaker Wealth Management
New Jersey
$8.91K
CSB
382
City State Bank
Iowa
$8.72K
GRP
383
Global Retirement Partners
California
$8.52K
QCG
384
Quadrant Capital Group
Ohio
$6.97K
W
385
WealthCollab
Washington
$6.59K
WANY
386
Wealthspire Advisors (New York)
New York
$5.62K
BIA
387
Bell Investment Advisors
California
$5.04K
WTA
388
Washington Trust Advisors
Massachusetts
$5.04K
GBT
389
Grove Bank & Trust
Florida
$4.84K
AWM
390
Activest Wealth Management
Florida
$4.84K
SL
391
Salomon & Ludwin
Virginia
$4.59K
MPWT
392
MassMutual Private Wealth & Trust
Connecticut
$4.46K
TFGT
393
TS Financial Group (TSFG)
Illinois
$4K
WWM
394
Wolff Wiese Magana
California
$3.68K
LI
395
LRI Investments
Florida
$3.1K
FC
396
Fairscale Capital
New Hampshire
$2.9K
PGAM
397
Princeton Global Asset Management
New Jersey
$2.9K
CFB
398
Cullen/Frost Bankers
Texas
$2.9K
GI
399
GAMMA Investing
California
$2.32K
EDRH
400
Edmond de Rothschild Holding
Switzerland
$2.32K