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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
Mercer Global Advisors
476
Mercer Global Advisors
Colorado
-$382K -1,414 Closed
PP
477
Paloma Partners
Connecticut
-$371K -1,336 Closed
CAM
478
Cresset Asset Management
Illinois
-$301K -1,085 Closed
IIA
479
IPG Investment Advisors
California
-$292K -1,050 Closed
AGP
480
Autumn Glory Partners
Texas
-$291K -1,027 Closed
JSL
481
JT Stratford LLC
Georgia
-$268K -964 Closed
PWPS
482
Pinnacle Wealth Planning Services
Ohio
-$251K -902 Closed
AO
483
Advisor OS
Illinois
-$250K -899 Closed
PNC
484
Park National Corp
Ohio
-$234K -844 Closed
GGA
485
Granite Group Advisors
Connecticut
-$232K -837 Closed
IWC
486
Integrated Wealth Concepts
Massachusetts
-$230K -826 Closed
Tudor Investment Corp
487
Tudor Investment Corp
Connecticut
-$221K -798 Closed
KWM
488
Kolinsky Wealth Management
New Jersey
-$221K -794 Closed
WF
489
WoodTrust Financial
Wisconsin
-$215K -775 Closed
UAG
490
United Advisor Group
Ohio
-$208K -750 Closed
SCI
491
S&CO Inc
Massachusetts
-$206K -745 Closed
AT
492
American Trust
Kentucky
-$204K -734 Closed
IAA
493
Independent Advisor Alliance
North Carolina
-$201K -723 Closed
MF
494
Manchester Financial
California
-$201K -722 Closed
NEI
495
Northwest & Ethical Investments
Ontario, Canada
-$180K -650 Closed
GJWM
496
Gilliland Jeter Wealth Management
Arkansas
-$67.2K -242 Closed
BWP
497
Baldwin Wealth Partners
Massachusetts
-$66.1K -238 Closed
TCA
498
Trifecta Capital Advisors
Illinois
-$27.8K -100 Closed
JIP
499
Jaffetilchin Investment Partners
Florida
-$20.8K -75 Closed
MIM
500
Macroview Investment Management
Maryland
-$18.6K -67 Closed