MNDY icon

monday.com
MNDY

Overview Fund Activity

426 hedge funds and large institutions have $9.81B invested in monday.com in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 147 increasing their positions, 159 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-8
Holders Change %
-1.84%
% of All Funds
5.79%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.23%
New
76
Increased
147
Reduced
159
Closed
78
Calls
$299M
Puts
$261M
Net Calls
+$37.9M
Net Calls Change
-$129M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$221M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$207M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$181M
4
RGC
Rubicon Global Capital
United Kingdom
+$137M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$116M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$186M
2
SL
Sonnipe Ltd
Isle Of Man
-$162M
3
Franklin Resources
Franklin Resources
California
-$128M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$112M
5
Morgan Stanley
Morgan Stanley
New York
-$71.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
401
MAI Capital Management
Ohio
$4.86K -$730 -3 -13%
WWM
402
Wolff Wiese Magana
California
$4.62K – – –
FC
403
Fairscale Capital
New Hampshire
$3.65K – – –
BAM
404
Bellevue Asset Management
Washington
$3.16K -$1.95K -8 -38%
WA
405
WPG Advisers
Maryland
$2.43K -$29.7K -122 -92%
WTC
406
WhitTier Trust Company
Nevada
$2.43K +$729 +3 +43%
RIL
407
Rothschild Investment LLC
Illinois
$2.19K +$1.22K +5 +125%
GKIM
408
GW&K Investment Management
Massachusetts
$2K – – –
PFBT
409
Parkside Financial Bank & Trust
Missouri
$1.95K +$1.95K +8 New
GWP
410
Gen-Wealth Partners
Michigan
$1.95K +$1.95K +8 New
SO
411
Sierra Ocean
California
$1.7K – – –
CFO
412
CVA Family Office
Colorado
$1.7K – – –
BCMLT
413
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.7K – – –
GI
414
GAMMA Investing
California
$1.46K – – –
AF
415
Advisornet Financial
Minnesota
$1.46K +$1.46K +6 New
HNB
416
Huntington National Bank
Ohio
$973 – – –
WA
417
Whipplewood Advisors
Colorado
$973 +$881 +315 +955%
AA
418
Addison Advisors
Vermont
$730 – – –
GSWM
419
Golden State Wealth Management
California
$729 – – –
NC
420
NewSquare Capital
Pennsylvania
$729 +$729 +3 New
ZBNA
421
Zions Bancorporation, National Association
Utah
$486 +$486 +2 New
BLC
422
Brown, Lisle/Cummings
Rhode Island
$486 +$486 +2 New
SIC
423
SJS Investment Consulting
Ohio
$244 – – –
TPCW
424
TD Private Client Wealth
New York
$243 -$22.1K -91 -99%
SIS
425
Sound Income Strategies
Florida
$243 +$243 +1 New
15 16
17
18 19