We are live on ! Find out more

777 hedge funds and large institutions have $22.7B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 96

57% more capital invested

Capital invested by funds: $14.5B → $22.7B (+$8.21B)

12% more funds holding

Funds holding: 692777 (+85)

6.61% more ownership

Funds ownership: 84.58%91.19% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

26% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $3.56B

Holders
777
Holders Change
+85
Holders Change %
+12.28%
% of All Funds
10.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
190
Increased
248
Reduced
250
Closed
96
Calls
$2.63B
Puts
$3.56B
Net Calls
-$929M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
C
476
Certuity
Florida
$518K +$88.2K +343 +26%
CFSG
477
Clark Financial Services Group
Missouri
$510K +$38K +148 +10%
KAM
478
Kazazian Asset Management
Florida
$507K
PM
479
Pembroke Management
Quebec, Canada
$493K +$115K +449 +39%
TWC
480
TD Waterhouse Canada
Ontario, Canada
$491K -$48.3K -188 -11%
FRM
481
Fox Run Management
Connecticut
$487K -$3.6M -14,013 -90%
UCFA
482
United Capital Financial Advisors
Texas
$479K +$17K +66 +4%
PCM
483
Princeton Capital Management
New Jersey
$478K -$2.57K -10 -0.6%
AG
484
Algert Global
California
$472K -$192K -746 -33%
ProShare Advisors
485
ProShare Advisors
Maryland
$472K -$53.2K -207 -12%
AWM
486
Apollon Wealth Management
South Carolina
$468K +$52.4K +204 +16%
CM
487
CastleKnight Management
New York
$466K
SCP
488
Sivia Capital Partners
California
$464K -$17.7K -69 -4%
CIS
489
Custom Index Systems
New York
$458K +$379K +1,474 New
CSA
490
Cornerstone Select Advisors
Missouri
$453K +$57.6K +224 +18%
HAG
491
HighPoint Advisor Group
Illinois
$452K +$55.3K +215 +17%
MWA
492
MN Wealth Advisors
Kansas
$451K -$492K -1,915 -57%
P
493
&Partners
Tennessee
$450K +$9K +35 +3%
Kovitz Investment Group Partners
494
Kovitz Investment Group Partners
Illinois
$444K +$367K +1,429 New
VI
495
Vestcor Inc
New Brunswick, Canada
$439K
MCM
496
Maytus Capital Management
New York
$435K -$3.72M -14,473 -91%
VCM
497
Versant Capital Management
Arizona
$427K +$15.7K +61 +5%
AAM
498
Azzad Asset Management
Virginia
$427K +$354K +1,376 New
AWM
499
Axxcess Wealth Management
California
$423K +$350K +1,362 New
CRI
500
Colonial River Investments
Virginia
$423K +$350K +1,362 New