657 hedge funds and large institutions have $26.1B invested in MongoDB in 2023 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 207 increasing their positions, 191 reducing their positions, and 45 closing their positions.

Holders
657
Holders Change
+135
Holders Change %
+25.86%
% of All Funds
10.36%
Holding in Top 10
28
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+154.55%
% of All Funds
0.44%
New
183
Increased
207
Reduced
191
Closed
45
Calls
$1.68B
Puts
$1.79B
Net Calls
-$112M
Net Calls Change
-$125M
Name Market Value Shares Shares
Change
Shares
Change %
KWA
501
Kingswood Wealth Advisors
California
$257K 625 +625 New
NPA
502
Nichols & Pratt Advisers
Massachusetts
$247K 600 +600 New
DC
503
Diametric Capital
Massachusetts
$245K 595 +595 New
SFA
504
Sequoia Financial Advisors
Ohio
$244K 594 +594 New
FCM
505
Fortis Capital Management
Washington
$243K 591 +591 New
HWM
506
HB Wealth Management
Georgia
$238K 580 +580 New
ProShare Advisors
507
ProShare Advisors
Maryland
$238K 578 +578 New
VNA
508
Valley National Advisers
Pennsylvania
$231K 562 -6 -1%
VAS
509
Vestmark Advisory Solutions
Massachusetts
$229K 558 +558 New
IP
510
Ignite Planners
California
$228K 587 +587 New
CG
511
Caprock Group
Idaho
$222K 541 +541 New
STA
512
Summit Trail Advisors
New York
$221K 538 +538 New
Fifth Third Bancorp
513
Fifth Third Bancorp
Ohio
$221K 537 +1 +0.2%
OFS
514
OneAscent Financial Services
Alabama
$220K 536 +536 New
CA
515
Cetera Advisors
Colorado
$220K 535 +535 New
SIA
516
Schechter Investment Advisors
Michigan
$219K 533 +533 New
MAS
517
Meeder Advisory Services
Ohio
$217K 529 +529 New
FT
518
Fiduciary Trust
Massachusetts
$215K 523 +523 New
BWP
519
Baldwin Wealth Partners
Massachusetts
$212K 515
DWM
520
Dakota Wealth Management
Florida
$210K 510 -1,084 -68%
NCM
521
Northside Capital Management
Oregon
$210K 510 +510 New
NFSG
522
Newbridge Financial Services Group
Florida
$208K 506 -21 -4%
KAM
523
Karani Asset Management
New York
$207K 503 -1,986 -80%
RFP
524
Roth Financial Partners
Texas
$205K 500 +500 New
UM
525
UniSuper Management
Australia
$205K 500 +500 New