890 hedge funds and large institutions have $30.2B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 305 increasing their positions, 266 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

15% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 266

5% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.92B

1.59% less ownership

Funds ownership: 90.53%88.94% (-1.6%)

Holders
890
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.76B
Puts
$2.92B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
476
Mission Wealth Management
California
$814K
PL
477
Perpetual Ltd
Australia
$803K
SFA
478
Sequoia Financial Advisors
Ohio
$803K
GC
479
Guggenheim Capital
Illinois
$802K
CAM
480
Cresset Asset Management
Illinois
$794K
LSA
481
Leonteq Securities AG
Switzerland
$785K
WCM
482
Washington Capital Management
Washington
$776K
BTI
483
Blue Trust Inc
Georgia
$765K
AC
484
Avestar Capital
New York
$759K
GWMR
485
GC Wealth Management RIA
Massachusetts
$758K
Mirae Asset Global ETFs Holdings
486
Mirae Asset Global ETFs Holdings
Hong Kong
$737K
WS
487
Wedbush Securities
California
$736K
SP
488
Sherman Porfolios
Idaho
$733K
Thrivent Financial for Lutherans
489
Thrivent Financial for Lutherans
Minnesota
$733K
SLG
490
Stanley-Laman Group
Pennsylvania
$732K
MIC
491
Meridian Investment Counsel
California
$731K
FFA
492
Farther Finance Advisors
California
$722K
CIC
493
Carnegie Investment Counsel
Ohio
$715K
VI
494
Versor Investments
New York
$707K
BWM
495
Braeburn Wealth Management
Michigan
$704K
HPC
496
HM Payson & Co
Maine
$703K
CFSG
497
Clark Financial Services Group
Missouri
$702K
IA
498
IFP Advisors
Florida
$702K
PM
499
Pembroke Management
Quebec, Canada
$701K
CW
500
CreativeOne Wealth
Kansas
$695K