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monday.com

420 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, 163 increasing their positions, 132 reducing their positions, and 106 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

32% less first-time investments, than exits

New positions opened: 72 | Existing positions closed: 106

41% less capital invested

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

Holders
420
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
SP
201
SWS Partners
Ohio
$1.2M
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$1.19M
HighTower Advisors
203
HighTower Advisors
Illinois
$1.16M
SIM
204
Spark Investment Management
New York
$1.14M
PFSRSONJ
205
Police & Firemen's Retirement System of New Jersey
New Jersey
$1.13M
BCI
206
Brinker Capital Investments
Pennsylvania
$1.1M
Verition Fund Management
207
Verition Fund Management
Connecticut
$1.1M
CAPTRUST Financial Advisors
208
CAPTRUST Financial Advisors
North Carolina
$1.1M
PCM
209
Prelude Capital Management
New York
$1.09M
HT
210
Headlands Technologies
Illinois
$1.08M
CUAMC
211
China Universal Asset Management Company
China
$1.07M
Truist Financial
212
Truist Financial
North Carolina
$1.06M
OC
213
Oppenheimer & Co
New York
$1.04M
IQI
214
Integrated Quantitative Investments
Washington
$1.01M
AssetMark Inc
215
AssetMark Inc
California
$1.01M
Mariner
216
Mariner
Kansas
$1M
American Century Companies
217
American Century Companies
Missouri
$983K
Two Sigma Investments
218
Two Sigma Investments
New York
$973K
GIM
219
Glenmede Investment Management
Pennsylvania
$963K
KIA
220
KCM Investment Advisors
California
$956K
SCA
221
Snowden Capital Advisors
New York
$943K
FGA
222
Fortis Group Advisors
New Jersey
$893K
P8IP
223
Pier 88 Investment Partners
California
$881K
YC
224
Yarbrough Capital
Tennessee
$849K
First Trust Advisors
225
First Trust Advisors
Illinois
$848K