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914 hedge funds and large institutions have $30.5B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 83

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

34% more capital invested

Capital invested by funds: $22.7B → $30.5B (+$7.74B)

18% more funds holding

Funds holding: 777914 (+137)

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

5% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.92B

1.96% less ownership

Funds ownership: 91.19%89.23% (-2%)

Holders
914
Holders Change
+137
Holders Change %
+17.63%
% of All Funds
11.12%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
238
Increased
311
Reduced
271
Closed
83
Calls
$2.76B
Puts
$2.92B
Net Calls
-$160M
Net Calls Change
+$769M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
351
Bank of Montreal
Ontario, Canada
$2.29M -$3.62M -9,942 -65%
YIH
352
Y-Intercept (HK)
Hong Kong
$2.29M -$3.2M -8,793 -62%
SAM
353
Sunstone Asset Management
New York
$2.29M +$1.98M +5,451 New
NA
354
NewEdge Advisors
Louisiana
$2.25M +$534K +1,467 +38%
BCI
355
Brinker Capital Investments
Pennsylvania
$2.24M +$200K +551 +12%
Manulife (Manufacturers Life Insurance)
356
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.21M -$120K -331 -6%
BAMF
357
BI Asset Management Fondsmaeglerselskab
Denmark
$2.2M +$168K +463 +10%
AF
358
Avanza Fonder
Sweden
$2.19M
CAU
359
Caxton Associates (UK)
$2.17M +$1.88M +5,164 New
RIL
360
Rothschild Investment LLC
Illinois
$2.16M -$3.27K -9 -0.2%
OSAM
361
O'Shaughnessy Asset Management
Connecticut
$2.15M +$987K +2,713 +112%
GRP
362
Global Retirement Partners
California
$2.14M -$167K -459 -8%
MFG
363
Merit Financial Group
Georgia
$2.13M +$280K +769 +18%
KA
364
Kovack Advisors
Florida
$2.1M +$1.82M +5,014 New
FCM
365
Firsthand Capital Management
California
$2.1M
DM
366
Diker Management
New York
$2.1M +$1.82M +5,000 New
Wealthfront Advisers
367
Wealthfront Advisers
California
$2.08M +$261K +717 +17%
KRS
368
Kentucky Retirement Systems
Kentucky
$2.08M
AAM
369
Advisors Asset Management
Colorado
$2.06M +$763K +2,097 +74%
Vontobel Holding
370
Vontobel Holding
Switzerland
$2.05M +$236K +648 +15%
US Bancorp
371
US Bancorp
Minnesota
$2.04M +$388K +1,067 +28%
FWIA
372
Fort Washington Investment Advisors
Ohio
$2M
PAMP
373
Polar Asset Management Partners
Ontario, Canada
$2M -$4.88M -13,400 -74%
KIM
374
Kestra Investment Management
Texas
$1.97M +$33.5K +92 +2%
SA
375
Sanctuary Advisors
Indiana
$1.92M +$144K +396 +9%