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monday.com

438 hedge funds and large institutions have $9.38B invested in monday.com in 2024 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 165 increasing their positions, 116 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 70

49% more call options, than puts

Call options by funds: $505M | Put options by funds: $338M

42% more repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 116

9% more funds holding

Funds holding: 402438 (+36)

1.18% more ownership

Funds ownership: 78.78%79.96% (+1.2%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

14% less capital invested

Capital invested by funds: $10.9B → $9.38B (-$1.51B)

Holders
438
Holders Change
+36
Holders Change %
+8.96%
% of All Funds
5.77%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.18%
New
109
Increased
165
Reduced
116
Closed
70
Calls
$505M
Puts
$338M
Net Calls
+$167M
Net Calls Change
+$33.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FIA
401
FPC Investment Advisory
California
$9.2K +$9.97K +36 New
BIA
402
Bell Investment Advisors
California
$9.18K +$831 +3 +8%
CT
403
Colonial Trust
South Carolina
$8.48K -$34.6K -125 -78%
W
404
WealthCollab
Washington
$8.01K
HIIFS
405
Harel Insurance Investments & Financial Services
Israel
$8K -$554 -2 -6%
WA
406
Whipplewood Advisors
Colorado
$7.77K +$9.14K +33 New
GWM
407
Geneos Wealth Management
Colorado
$7.3K -$554 -2 -6%
PB
408
Pinnacle Bancorp
Nebraska
$6.36K
FWM
409
FLP Wealth Management
Arkansas
$5.65K +$6.65K +24 New
MCM
410
MAI Capital Management
Ohio
$5.42K +$6.37K +23 New
QCG
411
Quadrant Capital Group
Ohio
$5.18K +$4.99K +18 +450%
TFGT
412
TS Financial Group (TSFG)
Illinois
$5K
BAM
413
Bellevue Asset Management
Washington
$4.94K
GWSA
414
Global Wealth Strategies & Associates
Colorado
$4.71K
WWM
415
Wolff Wiese Magana
California
$4.47K
FC
416
Fairscale Capital
New Hampshire
$3.53K
BIG
417
Brooklyn Investment Group
New York
$3.53K +$4.16K +15 New
PTC
418
Private Trust Company
Ohio
$3.06K +$1.11K +4 +44%
Canada Pension Plan Investment Board
419
Canada Pension Plan Investment Board
Ontario, Canada
$2.35K -$110K -397 -98%
GKIM
420
GW&K Investment Management
Massachusetts
$2K
BCMLT
421
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.65K
CFO
422
CVA Family Office
Colorado
$1.65K
SO
423
Sierra Ocean
California
$1.65K +$1.94K +7 New
WTC
424
WhitTier Trust Company
Nevada
$1.65K +$1.94K +7 New
GI
425
GAMMA Investing
California
$1.41K