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monday.com

304 hedge funds and large institutions have $2.54B invested in monday.com in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 121 increasing their positions, 91 reducing their positions, and 148 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 in top 10

Funds holding in top 10:

less funds holding

Funds holding:

27% less call options, than puts

Call options by funds: $119M | Put options by funds: $163M

57% less capital invested

Capital invested by funds: $5.86B → $2.54B (-$3.32B)

64% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 148

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$163M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
376
Commonwealth Equity Services
Massachusetts
Truist Financial
377
Truist Financial
North Carolina
YC
378
Yarbrough Capital
Tennessee
HighTower Advisors
379
HighTower Advisors
Illinois
BCI
380
Brinker Capital Investments
Pennsylvania
LP
381
LMR Partners
United Kingdom
COI
382
Connable Office Inc
Michigan
PCS
383
Personal CFO Solutions
New Jersey
LSA
384
Leonteq Securities AG
Switzerland
AIM
385
Aigen Investment Management
New York
PA
386
PharVision Advisers
Florida
QI
387
Qtron Investments
Massachusetts
CL
388
Choreo LLC
Illinois
SLAM
389
Swiss Life Asset Management
KAS
390
Kestra Advisory Services
Texas
Cambridge Investment Research Advisors
391
Cambridge Investment Research Advisors
Iowa
SIA
392
SkyView Investment Advisors
New Jersey
State Board of Administration of Florida Retirement System
393
State Board of Administration of Florida Retirement System
Florida
VA
394
Vident Advisory
Georgia
ML
395
McAdam LLC
Pennsylvania
CFO
396
Callan Family Office
Pennsylvania
GWM
397
Gibbs Wealth Management
Georgia
JSSH
398
J. Safra Sarasin Holding
OIA
399
OneDigital Investment Advisors
Kansas
GCP
400
GSA Capital Partners
United Kingdom