902 hedge funds and large institutions have $30.4B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 308 increasing their positions, 269 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:

14% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 269

5% less call options, than puts

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

2.03% less ownership

Funds ownership: 91.16%89.13% (-2%)

Holders
902
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
GA
476
GraniteShares Advisors
New York
$856K
PVI
477
Pine Valley Investments
New Jersey
$842K
PAS
478
Park Avenue Securities
New York
$825K
AFC
479
AFT Forsyth & Company
Florida
$825K
1C
480
111 Capital
France
$817K
MWM
481
Mission Wealth Management
California
$814K
PL
482
Perpetual Ltd
Australia
$803K
SFA
483
Sequoia Financial Advisors
Ohio
$803K
GC
484
Guggenheim Capital
Illinois
$802K
CAM
485
Cresset Asset Management
Illinois
$794K
LSA
486
Leonteq Securities AG
Switzerland
$785K
WCM
487
Washington Capital Management
Washington
$776K
WFP
488
Worthington Financial Partners
Ohio
$766K
BTI
489
Blue Trust Inc
Georgia
$765K
AC
490
Avestar Capital
New York
$759K
GWMR
491
GC Wealth Management RIA
Massachusetts
$758K
Mirae Asset Global ETFs Holdings
492
Mirae Asset Global ETFs Holdings
Hong Kong
$737K
WS
493
Wedbush Securities
California
$736K
SP
494
Sherman Porfolios
Idaho
$733K
Thrivent Financial for Lutherans
495
Thrivent Financial for Lutherans
Minnesota
$733K
SLG
496
Stanley-Laman Group
Pennsylvania
$732K
MIC
497
Meridian Investment Counsel
California
$731K
FFA
498
Farther Finance Advisors
California
$722K
CIC
499
Carnegie Investment Counsel
Ohio
$715K
VI
500
Versor Investments
New York
$707K