MNDY icon

monday.com

421 hedge funds and large institutions have $7.78B invested in monday.com in 2025 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 163 increasing their positions, 133 reducing their positions, and 107 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

Funds holding:

less funds holding in top 10

Funds holding in top 10:

27% less call options, than puts

Call options by funds: $292M | Put options by funds: $401M

34% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 107

41% less capital invested

Capital invested by funds: $13.2B → $7.78B (-$5.45B)

Holders
421
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$292M
Puts
$401M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
501
Fortis Capital Management
Washington
PP
502
Prudential plc
United Kingdom
MF
503
Manchester Financial
California
QCM
504
Qsemble Capital Management
New York
DADC
505
D.A. Davidson & Co
Montana
WFI
506
West Family Investments
California
TA
507
Tectonic Advisors
Texas
Mercer Global Advisors
508
Mercer Global Advisors
Colorado
SWM
509
Spire Wealth Management
Virginia
OWA
510
Opal Wealth Advisors
New York
Loomis, Sayles & Company
511
Loomis, Sayles & Company
Massachusetts
RI
512
Ridgewood Investments
New Jersey
CA
513
Clearstead Advisors
Ohio
BIG
514
Brooklyn Investment Group
New York
PC
515
Promus Capital
Illinois
AC
516
AlphaCore Capital
California
WTC
517
WhitTier Trust Company
Nevada
LFA
518
LGT Financial Advisors
Texas
RAM
519
Riggs Asset Management
Pennsylvania
AGWCA
520
Annis Gardner Whiting Capital Advisors
Florida
WA
521
Whipplewood Advisors
Colorado
SO
522
Sierra Ocean
California
BCMLT
523
Beacon Capital Management LLC (Tennessee)
Tennessee
GWM
524
Geneos Wealth Management
Colorado
NC
525
NewSquare Capital
Pennsylvania