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monday.com

420 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, 163 increasing their positions, 132 reducing their positions, and 106 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

32% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 106

41% less capital invested

Capital invested by funds: $13.2B → $7.78B (-$5.45B)

Holders
420
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
GWP
401
Gen-Wealth Partners
Michigan
$1.55K
RFP
402
Root Financial Partners
California
$1.55K
CFO
403
CVA Family Office
Colorado
$1.36K
PTC
404
Private Trust Company
Ohio
$1.36K
HWM
405
HighMark Wealth Management
Minnesota
$1.36K
JFGIW
406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36K
RIL
407
Rothschild Investment LLC
Illinois
$968
HNB
408
Huntington National Bank
Ohio
$968
CJ
409
Caitlin John
Michigan
$968
PPC
410
Park Place Capital
Alabama
$775
PFBT
411
Parkside Financial Bank & Trust
Missouri
$582
AA
412
Addison Advisors
Vermont
$582
TWD
413
True Wealth Design
Ohio
$582
ZBNA
414
Zions Bancorporation, National Association
Utah
$581
GSWM
415
Golden State Wealth Management
California
$581
BLC
416
Brown, Lisle/Cummings
Rhode Island
$500
BI
417
Binnacle Investments
Iowa
$387
CIAM
418
Caitong International Asset Management
Hong Kong
$387
GWSG
419
GPS Wealth Strategies Group
Colorado
$194
ACA
420
American Capital Advisory
Idaho
$194
Norges Bank
421
Norges Bank
Norway
WRCM
422
Whale Rock Capital Management
Massachusetts
Allspring Global Investments
423
Allspring Global Investments
North Carolina
CHP
424
Castle Hook Partners
New York
DCM
425
Driehaus Capital Management
Illinois