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monday.com

428 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, 167 increasing their positions, 134 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 134

4.25% less ownership

Funds ownership: 82.1%77.85% (-4.2%)

9% less funds holding

Funds holding: 468428 (-40)

20% less funds holding in top 10

Funds holding in top 10: 2016 (-4)

27% less call options, than puts

Call options by funds: $292M | Put options by funds: $401M

33% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 108

41% less capital invested

Capital invested by funds: $13.2B → $7.78B (-$5.46B)

Holders
428
Holders Change
-40
Holders Change %
-8.55%
% of All Funds
5.62%
Holding in Top 10
16
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
72
Increased
167
Reduced
134
Closed
108
Calls
$292M
Puts
$401M
Net Calls
-$109M
Net Calls Change
-$249M
Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
401
Edmond de Rothschild Holding
Switzerland
$2.32K
GKIM
402
GW&K Investment Management
Massachusetts
$2K
WA
403
WPG Advisers
Maryland
$1.94K
BAM
404
Bellevue Asset Management
Washington
$1.94K -$691 -3 -23%
CIA
405
Cape Investment Advisory
Georgia
$1.74K
GWP
406
Gen-Wealth Partners
Michigan
$1.55K
RFP
407
Root Financial Partners
California
$1.55K +$1.84K +8 New
CFO
408
CVA Family Office
Colorado
$1.36K
PTC
409
Private Trust Company
Ohio
$1.36K
HWM
410
HighMark Wealth Management
Minnesota
$1.36K +$460 +2 +40%
EP
411
Essential Partners
California
$1.36K +$1.61K +7 New
JFGIW
412
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36K +$1.61K +7 New
KG
413
Kilter Group
New York
$969 +$460 +2 +67%
RIL
414
Rothschild Investment LLC
Illinois
$968 -$1.61K -7 -58%
HNB
415
Huntington National Bank
Ohio
$968
CJ
416
Caitlin John
Michigan
$968 +$1.15K +5 New
PPC
417
Park Place Capital
Alabama
$775
PFBT
418
Parkside Financial Bank & Trust
Missouri
$582 -$1.61K -7 -70%
AA
419
Addison Advisors
Vermont
$582
TWD
420
True Wealth Design
Ohio
$582 +$691 +3 New
ZBNA
421
Zions Bancorporation, National Association
Utah
$581 -$230 -1 -25%
GSWM
422
Golden State Wealth Management
California
$581 +$691 +3 New
BLC
423
Brown, Lisle/Cummings
Rhode Island
$500
BI
424
Binnacle Investments
Iowa
$387
PWA
425
Principia Wealth Advisory
Texas
$387 +$230 +1 +100%