We are live on ! Find out more

811 hedge funds and large institutions have $17.5B invested in MongoDB in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 337 increasing their positions, 244 reducing their positions, and 205 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 244

32% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.17B

0.53% less ownership

Funds ownership: 89.23%88.7% (-0.53%)

11% less funds holding

Funds holding: 914811 (-103)

41% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 205

43% less capital invested

Capital invested by funds: $30.5B → $17.5B (-$13B)

73% less funds holding in top 10

Funds holding in top 10: 226 (-16)

Holders
811
Holders Change
-103
Holders Change %
-11.27%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
121
Increased
337
Reduced
244
Closed
205
Calls
$1.55B
Puts
$1.17B
Net Calls
+$371M
Net Calls Change
+$530M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
401
SummitTX Capital
Texas
$907K +$469K +1,402 +61%
PAG
402
Private Advisor Group
New Jersey
$902K -$2.38M -7,118 -66%
TMAM
403
Tokio Marine Asset Management
Japan
$899K +$56.2K +168 +5%
JFG
404
Jefferies Financial Group
New York
$880K +$1.2M +3,595 New
OSAM
405
O'Shaughnessy Asset Management
Connecticut
$865K -$534K -1,597 -31%
EA
406
Emerald Advisers
Pennsylvania
$862K
BM
407
Brandywine Managers
Delaware
$862K
CPIG
408
Chicago Partners Investment Group
Illinois
$859K +$296K +884 +38%
PNC Financial Services Group
409
PNC Financial Services Group
Pennsylvania
$855K +$153K +458 +15%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$844K -$15.1K -45 -1%
LSA
411
Leonteq Securities AG
Switzerland
$840K +$522K +1,561 +83%
AI
412
Atria Investments
North Carolina
$831K +$620K +1,853 +120%
DTL
413
Dynamic Technology Lab
Singapore
$825K +$1.13M +3,372 New
VanEck Associates
414
VanEck Associates
New York
$823K +$370K +1,106 +49%
PF
415
Phoenix Financial
Israel
$823K -$234K -699 -17%
PFS
416
Prospera Financial Services
Texas
$823K +$944K +2,823 +525%
MYLI
417
Meiji Yasuda Life Insurance
Japan
$819K
BAM
418
Blueshift Asset Management
New Jersey
$817K +$1.12M +3,338 New
M&T Bank
419
M&T Bank
New York
$796K -$78.9K -236 -7%
AS
420
Aware Super
Australia
$796K +$1.09M +3,252 New
Holocene Advisors
421
Holocene Advisors
New York
$790K +$1.08M +3,229 New
PWM
422
Perigon Wealth Management
California
$780K +$130K +389 +14%
CG
423
Caprock Group
Idaho
$780K +$153K +456 +17%
IA
424
IFP Advisors
Florida
$772K +$496K +1,484 +89%
QF
425
QVT Financial
New York
$769K -$21.1K -63 -2%