We are live on ! Find out more
MDB icon

MongoDB

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
KRSITF
476
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$508K
MGP
477
Metis Global Partners
California
$507K
PL
478
Perpetual Ltd
Australia
$504K
PVI
479
Pine Valley Investments
New Jersey
$504K
WA
480
Waddell & Associates
Tennessee
$499K
SG
481
StepStone Group
California
$497K
MWM
482
Mission Wealth Management
California
$496K
NAM
483
NorthCrest Asset Manangement
Minnesota
$493K
MA
484
MYDA Advisors
New York
$490K
HWM
485
HB Wealth Management
Georgia
$486K
AFC
486
AFT Forsyth & Company
Florida
$481K
FMI
487
F/M Investments
District of Columbia
$480K
AWA
488
Aaron Wealth Advisors
Illinois
$480K
GCP
489
GSA Capital Partners
United Kingdom
$479K
CRI
490
Colonial River Investments
Virginia
$474K
DADC
491
D.A. Davidson & Co
Montana
$472K
BTI
492
Blue Trust Inc
Georgia
$470K
SFA
493
Sequoia Financial Advisors
Ohio
$467K
EP
494
Essential Partners
California
$465K
PCM
495
Polymer Capital Management
New York
$465K
GWMR
496
GC Wealth Management RIA
Massachusetts
$463K
SO
497
STRS Ohio
Ohio
$462K
EPW
498
Evolve Private Wealth
California
$453K
CAU
499
Caxton Associates (UK)
$449K
C
500
Certuity
Florida
$448K