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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
BCM
376
Berbice Capital Management
New York
$15.5K +$18.4K +80 New
RFA
377
Reyes Financial Architecture
California
$14.5K +$17.3K +75 New
NA
378
NewEdge Advisors
Louisiana
$12.8K -$230 -1 -1%
MCM
379
MAI Capital Management
Ohio
$12.6K +$7.6K +33 +103%
FHC
380
First Horizon Corporation
Tennessee
$11.4K +$13.6K +59 New
VWA
381
VSM Wealth Advisory
Maryland
$9.69K
QWM
382
Quaker Wealth Management
New Jersey
$8.91K -$1.84K -8 -15%
CSB
383
City State Bank
Iowa
$8.72K +$10.4K +45 New
GRP
384
Global Retirement Partners
California
$8.52K -$1.38K -6 -12%
QCG
385
Quadrant Capital Group
Ohio
$6.97K -$230K -997 -97%
W
386
WealthCollab
Washington
$6.59K
WANY
387
Wealthspire Advisors (New York)
New York
$5.62K +$6.68K +29 New
BIA
388
Bell Investment Advisors
California
$5.04K -$5.53K -24 -48%
WTA
389
Washington Trust Advisors
Massachusetts
$5.04K -$1.61K -7 -21%
GBT
390
Grove Bank & Trust
Florida
$4.84K -$5.3K -23 -48%
AWM
391
Activest Wealth Management
Florida
$4.84K +$5.76K +25 New
SL
392
Salomon & Ludwin
Virginia
$4.59K +$5.53K +24 +2,400%
MPWT
393
MassMutual Private Wealth & Trust
Connecticut
$4.46K -$10.1K -44 -66%
TFGT
394
TS Financial Group (TSFG)
Illinois
$4K
WWM
395
Wolff Wiese Magana
California
$3.68K
LI
396
LRI Investments
Florida
$3.1K
FC
397
Fairscale Capital
New Hampshire
$2.9K
PGAM
398
Princeton Global Asset Management
New Jersey
$2.9K
CFB
399
Cullen/Frost Bankers
Texas
$2.9K +$460 +2 +15%
GI
400
GAMMA Investing
California
$2.32K -$2.99K -13 -52%