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monday.com

458 hedge funds and large institutions have $13.2B invested in monday.com in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 207 increasing their positions, 119 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
458
Holders Change
+32
Holders Change %
+7.51%
% of All Funds
6.14%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.27%
New
89
Increased
207
Reduced
119
Closed
49
Calls
$309M
Puts
$169M
Net Calls
+$140M
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
BBHC
401
Brown Brothers Harriman & Co
New York
$26.4K +$26.4K +84 New
MPWT
402
MassMutual Private Wealth & Trust
Connecticut
$21.1K -$6.29K -20 -23%
NA
403
NewEdge Advisors
Louisiana
$21.1K -$13.8K -44 -40%
APTFM
404
AGUR Provident & Training Funds Management
Israel
$20K
QWM
405
Quaker Wealth Management
New Jersey
$17K +$17K +54 New
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$16K -$1.26K -4 -7%
VWA
407
VSM Wealth Advisory
Maryland
$15.7K
BIA
408
Bell Investment Advisors
California
$15.7K +$3.46K +11 +28%
GRP
409
Global Retirement Partners
California
$15.7K +$15.7K +50 New
GBT
410
Grove Bank & Trust
Florida
$15.1K -$23.3K -74 -61%
VNA
411
Valley National Advisers
Pennsylvania
$15K +$15K +50 New
AC
412
AlphaCore Capital
California
$12K +$12K +38 New
W
413
WealthCollab
Washington
$10.7K
WTA
414
Washington Trust Advisors
Massachusetts
$10.4K
SAM
415
Smartleaf Asset Management
Massachusetts
$10.2K -$11.4K -37 -53%
MCM
416
MAI Capital Management
Ohio
$10.1K +$3.8K +12 +60%
CPG
417
Cornerstone Planning Group
New Jersey
$9.5K
GI
418
GAMMA Investing
California
$7.86K +$5.98K +19 +317%
WTC
419
WhitTier Trust Company
Nevada
$7.86K +$4.72K +15 +150%
TFGT
420
TS Financial Group (TSFG)
Illinois
$7K
LFA
421
LGT Financial Advisors
Texas
$6.92K +$6.92K +22 New
WWM
422
Wolff Wiese Magana
California
$5.98K
LI
423
LRI Investments
Florida
$5.03K +$5.03K +16 New
PGAM
424
Princeton Global Asset Management
New Jersey
$4.72K +$4.72K +15 New
BAM
425
Bellevue Asset Management
Washington
$4.09K