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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

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
PWM
451
Palacios Wealth Management
Florida
$618K -$99.7K -298 -11%
LIA
452
LBMC Investment Advisors
Tennessee
$612K
SC
453
Shay Capital
New York
$612K +$485K +1,450 +138%
SCA
454
Snowden Capital Advisors
New York
$610K +$94K +281 +13%
Twin Tree Management
455
Twin Tree Management
Texas
$609K -$2.08M -6,209 -71%
IFG
456
Independent Financial Group
California
$606K -$209K -626 -20%
GAM
457
Gotham Asset Management
New York
$585K -$232K -695 -23%
SCP
458
Sivia Capital Partners
California
$584K +$70.6K +211 +10%
WA
459
Waverly Advisors
Alabama
$582K +$345K +1,031 +77%
Nisa Investment Advisors
460
Nisa Investment Advisors
Missouri
$582K -$655K -1,958 -45%
CF
461
Centaurus Financial
California
$568K +$67.6K +202 +10%
Capstone Investment Advisors
462
Capstone Investment Advisors
New York
$565K +$239K +714 +45%
N
463
Natixis
France
$560K +$233K +696 +44%
Principal Financial Group
464
Principal Financial Group
Iowa
$558K -$2.55M -7,621 -77%
NDSIB
465
North Dakota State Investment Board
North Dakota
$558K -$167K -500 -18%
AF
466
Allworth Financial
California
$553K +$202K +603 +36%
SWM
467
Shelton Wealth Management
Texas
$548K +$749K +2,240 New
LOAMS
468
Lombard Odier Asset Management (Switzerland)
Switzerland
$545K +$744K +2,225 New
CB
469
Commerce Bank
Missouri
$544K +$12.7K +38 +2%
IP
470
Intellectus Partners
California
$543K -$184K -550 -20%
IIM
471
INTECH Investment Management
Florida
$535K -$448K -1,338 -38%
KCP
472
Kera Capital Partners
California
$533K +$113K +337 +18%
SS
473
SBI Securities
Japan
$527K -$284K -849 -28%
CL
474
Choreo LLC
Illinois
$525K +$19.4K +58 +3%
CAM
475
Cresset Asset Management
Illinois
$518K +$75.9K +227 +12%