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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
PSA
376
Plum Street Advisors
Louisiana
$1.91M
XWM
377
Xcel Wealth Management
Florida
$1.91M -$36.4K -100 -2%
DL
378
Dockside LLC
New York
$1.88M +$1.63M +4,491 New
OC
379
Oppenheimer & Co
New York
$1.87M +$79.7K +219 +5%
AB
380
Amalgamated Bank
New York
$1.85M +$118K +324 +8%
OIS
381
Okabena Investment Services
Minnesota
$1.84M +$1.59M +4,374 New
AV
382
ASR Vermogensbeheer
Netherlands
$1.83M -$14.2K -39 -0.9%
Nisa Investment Advisors
383
Nisa Investment Advisors
Missouri
$1.82M +$1.26M +3,472 +403%
BWM
384
Bluebird Wealth Management
Massachusetts
$1.8M +$1.56M +4,295 New
KIA
385
Knollwood Investment Advisory
Maryland
$1.78M
NCM
386
Next Capital Management
New York
$1.77M -$30.9K -85 -2%
GIBU
387
Gulf International Bank (UK)
United Kingdom
$1.76M +$218K +599 +17%
OIMU
388
Osmosis Investment Management UK
United Kingdom
$1.75M +$1.52M +4,178 New
Credit Agricole
389
Credit Agricole
France
$1.73M -$353K -970 -19%
Pathstone Holdings
390
Pathstone Holdings
New Jersey
$1.72M -$92.8K -255 -6%
OIAM
391
OFI Invest Asset Management
France
$1.71M +$465K +1,277 +38%
PF
392
Phoenix Financial
Israel
$1.7M +$625K +1,717 +73%
RSWM
393
Robertson Stephens Wealth Management
California
$1.69M +$5.82K +16 +0.4%
BOH
394
Bank of Hawaii
Hawaii
$1.68M +$26.2K +72 +2%
MSRPS
395
Maryland State Retirement & Pension System
Maryland
$1.64M +$29.1K +80 +2%
AA
396
ALPS Advisors
Colorado
$1.63M -$605K -1,662 -30%
CIM
397
Cambria Investment Management
California
$1.62M -$1.16M -3,182 -45%
UCFA
398
United Capital Financial Advisors
Texas
$1.58M +$810K +2,225 +144%
ALMGDA
399
AG2R La Mondiale Gestion d'Actifs
France
$1.57M +$1.36M +3,751 New
CIBC Asset Management
400
CIBC Asset Management
Ontario, Canada
$1.56M +$195K +535 +17%