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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
FDP
501
Financiere des Professionnels
Quebec, Canada
-$243K -773 Closed
TPW
502
Transatlantique Private Wealth
New York
-$242K -769 Closed
PNC
503
Park National Corp
Ohio
-$241K -766 Closed
CI
504
Cigna Investments
Connecticut
-$239K -759 Closed
MFG
505
Merit Financial Group
Georgia
-$236K -750 Closed
MGP
506
Metis Global Partners
California
-$236K -749 Closed
SCI
507
S&CO Inc
Massachusetts
-$234K -745 Closed
VT
508
Vise Technologies
New York
-$233K -742 Closed
FCM
509
Fortis Capital Management
Washington
-$232K -738 Closed
PP
510
Prudential plc
United Kingdom
-$232K -738 Closed
MF
511
Manchester Financial
California
-$227K -722 Closed
QCM
512
Qsemble Capital Management
New York
-$221K -703 Closed
DADC
513
D.A. Davidson & Co
Montana
-$218K -692 Closed
WFI
514
West Family Investments
California
-$216K -687 Closed
TA
515
Tectonic Advisors
Texas
-$215K -684 Closed
Mercer Global Advisors
516
Mercer Global Advisors
Colorado
-$201K -638 Closed
SWM
517
Spire Wealth Management
Virginia
-$193K -615 Closed
OWA
518
Opal Wealth Advisors
New York
-$84.9K -270 Closed
Loomis, Sayles & Company
519
Loomis, Sayles & Company
Massachusetts
-$77K -245 Closed
RI
520
Ridgewood Investments
New Jersey
-$53.5K -170 Closed
CA
521
Clearstead Advisors
Ohio
-$51.9K -165 Closed
BIG
522
Brooklyn Investment Group
New York
-$45.6K -145 Closed
PC
523
Promus Capital
Illinois
-$45K -143 Closed
AC
524
AlphaCore Capital
California
-$11.9K -38 Closed
WTC
525
WhitTier Trust Company
Nevada
-$7.86K -25 Closed