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
TPCW
426
TD Private Client Wealth
New York
$761K -$32.4K -97 -3%
CGIM
427
Capital Group Investment Management
Singapore
$746K
IC
428
Inscription Capital
Texas
$746K +$30.1K +90 +3%
PIM
429
Plato Investment Management
Australia
$743K +$65.6K +196 +7%
WFC
430
Western Financial Corp
California
$737K +$1.01M +3,011 New
SCB
431
Saudi Central Bank
Saudi Arabia
$735K +$1M +3,004 New
ECM
432
Everence Capital Management
Indiana
$731K
P
433
&Partners
Tennessee
$730K +$297K +887 +42%
KeyBank National Association
434
KeyBank National Association
Ohio
$726K -$5.69K -17 -0.6%
FFA
435
Farther Finance Advisors
California
$721K +$392K +1,172 +68%
XWM
436
Xcel Wealth Management
Florida
$721K -$535K -1,600 -35%
BT
437
Banque Transatlantique
France
$713K +$974K +2,913 New
VA
438
Vident Advisory
Georgia
$712K +$149K +446 +18%
KF
439
Krilogy Financial
Missouri
$707K +$126K +377 +15%
MYIA
440
Mount Yale Investment Advisors
Colorado
$688K +$940K +2,809 New
PP
441
Prudential plc
United Kingdom
$679K +$425K +1,272 +85%
QI
442
Qtron Investments
Massachusetts
$676K +$669 +2 +0.1%
LIP
443
Lighthouse Investment Partners
Florida
$675K +$688K +2,058 +294%
BHC
444
Bull Harbor Capital
Maryland
$674K +$921K +2,753 New
EOJOAM
445
E. Ohman J:or Asset Management
Sweden
$670K
SUT
446
SC US (TTGP)
California
$662K +$905K +2,706 New
SW
447
SteelPeak Wealth
California
$653K +$892K +2,667 New
BEI
448
Benjamin Edwards Inc
Missouri
$650K -$34.1K -102 -4%
NEI
449
Northwest & Ethical Investments
Ontario, Canada
$647K -$104K -312 -11%
Janney Montgomery Scott
450
Janney Montgomery Scott
Pennsylvania
$627K +$537K +1,605 +168%