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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 %
CFB
426
Cullen/Frost Bankers
Texas
$4.09K +$4.09K +13 New
FC
427
Fairscale Capital
New Hampshire
$3.93K
RIL
428
Rothschild Investment LLC
Illinois
$3.77K +$944 +3 +33%
RAM
429
Riggs Asset Management
Pennsylvania
$3.77K +$3.77K +12 New
EDRH
430
Edmond de Rothschild Holding
Switzerland
$3.77K +$3.77K +12 New
AGWCA
431
Annis Gardner Whiting Capital Advisors
Florida
$3.46K +$3.46K +11 New
WA
432
WPG Advisers
Maryland
$3.15K
PFBT
433
Parkside Financial Bank & Trust
Missouri
$3.15K +$629 +2 +25%
GKIM
434
GW&K Investment Management
Massachusetts
$3K
CIA
435
Cape Investment Advisory
Georgia
$2.83K +$2.83K +9 New
GWP
436
Gen-Wealth Partners
Michigan
$2.52K
WA
437
Whipplewood Advisors
Colorado
$2.52K -$107K -340 -98%
BCMLT
438
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.2K
SO
439
Sierra Ocean
California
$2.2K
CFO
440
CVA Family Office
Colorado
$2.2K
PTC
441
Private Trust Company
Ohio
$2.2K +$2.2K +7 New
HNB
442
Huntington National Bank
Ohio
$1.57K +$314 +1 +25%
NC
443
NewSquare Capital
Pennsylvania
$1.57K +$629 +2 +67%
GWM
444
Geneos Wealth Management
Colorado
$1.57K +$1.57K +5 New
UB
445
UMB Bank
Missouri
$1.57K +$1.57K +5 New
HWM
446
HighMark Wealth Management
Minnesota
$1.57K +$1.57K +5 New
ZBNA
447
Zions Bancorporation, National Association
Utah
$1.26K +$629 +2 +100%
PPC
448
Park Place Capital
Alabama
$1.22K +$1.22K +4 New
HFM
449
Harvest Fund Management
China
$1K +$1K +4 New
AA
450
Addison Advisors
Vermont
$944