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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
MCM
476
Moore Capital Management
New York
-$903K -2,872 Closed
CWM
477
Circle Wealth Management
New Jersey
-$785K -2,495 Closed
HC
478
Henshaw Capital
Massachusetts
-$767K -2,438 Closed
PAM
479
Panagora Asset Management
Massachusetts
-$655K -2,084 Closed
CPBTD
480
Central Pacific Bank - Trust Division
Hawaii
-$610K -1,941 Closed
LBWM
481
Left Brain Wealth Management
Illinois
-$588K -1,870 Closed
SC
482
Shay Capital
New York
-$566K -1,800 Closed
DWM
483
Dakota Wealth Management
Florida
-$564K -1,793 Closed
SSWM
484
Sheets Smith Wealth Management
North Carolina
-$513K -1,630 Closed
GCM
485
Graham Capital Management
Connecticut
-$480K -1,526 Closed
RP
486
Regal Partners
Australia
-$472K -1,500 Closed
GPGA
487
Grandeur Peak Global Advisors
Utah
-$454K -1,445 Closed
WSFS
488
Wilmington Savings Fund Society
Delaware
-$426K -1,356 Closed
APG Asset Management
489
APG Asset Management
Netherlands
-$362K -1,352 Closed
AWM
490
Angeles Wealth Management
California
-$414K -1,316 Closed
KHCM
491
Kirtland Hills Capital Management
Ohio
-$403K -1,280 Closed
SA
492
Sanctuary Advisors
Indiana
-$400K -1,272 Closed
CP
493
Covenant Partners
Tennessee
-$389K -1,237 Closed
AAMU
494
APG Asset Management US
New York
-$358K -1,179 Closed
Calamos Advisors
495
Calamos Advisors
Illinois
-$308K -978 Closed
VWM
496
Venturi Wealth Management
Texas
-$304K -967 Closed
AIA
497
AssuredPartners Investment Advisors
Florida
-$301K -956 Closed
GGA
498
Granite Group Advisors
Connecticut
-$263K -836 Closed
JCM
499
Jag Capital Management
Missouri
-$254K -808 Closed
NYLIM
500
New York Life Investment Management
New York
-$248K -790 Closed