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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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.55B
Puts
$1.17B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
451
Palacios Wealth Management
Florida
$618K
LIA
452
LBMC Investment Advisors
Tennessee
$612K
SC
453
Shay Capital
New York
$612K
SCA
454
Snowden Capital Advisors
New York
$610K
Twin Tree Management
455
Twin Tree Management
Texas
$609K
IFG
456
Independent Financial Group
California
$606K
GAM
457
Gotham Asset Management
New York
$585K
SCP
458
Sivia Capital Partners
California
$584K
WA
459
Waverly Advisors
Alabama
$582K
Nisa Investment Advisors
460
Nisa Investment Advisors
Missouri
$582K
CF
461
Centaurus Financial
California
$568K
Capstone Investment Advisors
462
Capstone Investment Advisors
New York
$565K
N
463
Natixis
France
$560K
Principal Financial Group
464
Principal Financial Group
Iowa
$558K
NDSIB
465
North Dakota State Investment Board
North Dakota
$558K
AF
466
Allworth Financial
California
$553K
SWM
467
Shelton Wealth Management
Texas
$548K
LOAMS
468
Lombard Odier Asset Management (Switzerland)
Switzerland
$545K
CB
469
Commerce Bank
Missouri
$544K
IP
470
Intellectus Partners
California
$543K
IIM
471
INTECH Investment Management
Florida
$535K
KCP
472
Kera Capital Partners
California
$533K
SS
473
SBI Securities
Japan
$527K
CL
474
Choreo LLC
Illinois
$525K
CAM
475
Cresset Asset Management
Illinois
$518K