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monday.com

304 hedge funds and large institutions have $2.54B invested in monday.com in 2026 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 121 increasing their positions, 91 reducing their positions, and 148 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 in top 10

Funds holding in top 10:

less funds holding

Funds holding:

27% less call options, than puts

Call options by funds: $119M | Put options by funds: $163M

57% less capital invested

Capital invested by funds: $5.86B → $2.54B (-$3.32B)

64% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 148

Holders
304
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$119M
Puts
$163M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Twin Tree Management
426
Twin Tree Management
Texas
CCA
427
Catalyst Capital Advisors
New York
TFA
428
Toth Financial Advisory
Virginia
CAM
429
Capco Asset Management
Florida
HNB
430
Huntington National Bank
Ohio
HBW
431
Hazlett, Burt & Watson
West Virginia
NS
432
NBC Securities
Alabama
QL
433
Quarry LP
New York
PH
434
Pinnacle Holdings
Oklahoma
CPG
435
Cornerstone Planning Group
New Jersey
SCM
436
Sterling Capital Management
North Carolina
NA
437
NewEdge Advisors
Louisiana
UFPG
438
United Financial Planning Group
New York
CIA
439
Cape Investment Advisory
Georgia
CFB
440
Cullen/Frost Bankers
Texas
VWM
441
Valley Wealth Managers
New Jersey
CA
442
Crewe Advisors
Utah
TRCT
443
Tower Research Capital (TRC)
New York
GI
444
GAMMA Investing
California
BDPWM
445
Barnes Dennig Private Wealth Management
Ohio
CFO
446
CVA Family Office
Colorado
TFA
447
Transamerica Financial Advisors
Florida
SWM
448
SHP Wealth Management
Massachusetts
CFM
449
Cornerstone Financial Management
Massachusetts
AW
450
Ankerstar Wealth
Texas