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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
FCM
451
FirstWave Capital Management
Florida
$1.12M +$973K +2,675 New
PC
452
Pier Capital
Connecticut
$1.1M -$546K -1,502 -36%
PWM
453
Prosperity Wealth Management
California
$1.07M +$111K +305 +14%
OTL
454
Oak Thistle LLC
New York
$1.07M -$1.11M -3,053 -55%
AIM
455
Aigen Investment Management
New York
$1.06M +$277K +762 +43%
SPIA
456
Steward Partners Investment Advisory
New York
$1.05M +$631K +1,734 +225%
LIA
457
LBMC Investment Advisors
Tennessee
$1.05M
BAM
458
Belpointe Asset Management
Nevada
$1.04M +$496K +1,362 +122%
FCA
459
Fortis Capital Advisors
Kansas
$1.04M +$903K +2,482 New
JSSH
460
J. Safra Sarasin Holding
$1.04M +$899K +2,470 New
VA
461
Vident Advisory
Georgia
$1.03M -$192K -528 -18%
TPW
462
Transatlantique Private Wealth
New York
$1.03M +$168K +461 +22%
HAG
463
HighPoint Advisor Group
Illinois
$1.02M +$357K +980 +67%
PCA
464
Pallas Capital Advisors
Massachusetts
$1.01M +$125K +344 +17%
SRL
465
Scientech Research LLC
New Jersey
$1M -$1.12M -3,075 -56%
KF
466
Krilogy Financial
Missouri
$1M -$4K -11 -0.4%
XT
467
XTX Topco
Cayman Islands
$1M +$868K +2,386 New
BHCM
468
Brevan Howard Capital Management
Jersey
$994K -$1.13M -3,108 -57%
SC
469
SummitTX Capital
Texas
$966K +$838K +2,302 New
GCP
470
GSA Capital Partners
United Kingdom
$958K -$728K -2,001 -47%
VanEck Associates
471
VanEck Associates
New York
$946K -$58.9K -162 -7%
SCA
472
Snowden Capital Advisors
New York
$928K -$119K -326 -13%
CPIG
473
Chicago Partners Investment Group
Illinois
$918K -$10.2K -28 -1%
CB
474
Commerce Bank
Missouri
$916K +$75.3K +207 +10%
SCP
475
Sivia Capital Partners
California
$913K +$247K +679 +45%