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914 hedge funds and large institutions have $30.5B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 83

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

34% more capital invested

Capital invested by funds: $22.7B → $30.5B (+$7.74B)

18% more funds holding

Funds holding: 777914 (+137)

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

5% less call options, than puts

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

1.96% less ownership

Funds ownership: 91.19%89.23% (-2%)

Holders
914
Holders Change
+137
Holders Change %
+17.63%
% of All Funds
11.12%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
238
Increased
311
Reduced
271
Closed
83
Calls
$2.76B
Puts
$2.92B
Net Calls
-$160M
Net Calls Change
+$769M
Name Holding Trade Value Shares
Change
Change in
Stake
WS
501
Wedbush Securities
California
$736K -$123K -337 -16%
SP
502
Sherman Porfolios
Idaho
$733K +$636K +1,747 New
Thrivent Financial for Lutherans
503
Thrivent Financial for Lutherans
Minnesota
$733K +$636K +1,747 New
SLG
504
Stanley-Laman Group
Pennsylvania
$732K +$635K +1,744 New
MIC
505
Meridian Investment Counsel
California
$731K
FFA
506
Farther Finance Advisors
California
$722K +$252K +693 +68%
CIC
507
Carnegie Investment Counsel
Ohio
$715K -$6.55K -18 -1%
VI
508
Versor Investments
New York
$707K +$613K +1,684 New
BWM
509
Braeburn Wealth Management
Michigan
$704K +$610K +1,677 New
HPC
510
HM Payson & Co
Maine
$703K
CFSG
511
Clark Financial Services Group
Missouri
$702K +$9.1K +25 +2%
IA
512
IFP Advisors
Florida
$702K -$81.9K -225 -12%
PM
513
Pembroke Management
Quebec, Canada
$701K +$30.6K +84 +5%
CW
514
CreativeOne Wealth
Kansas
$695K +$602K +1,655 New
MIM
515
MetLife Investment Management
New Jersey
$694K -$893K -2,455 -60%
AF
516
Allworth Financial
California
$694K +$177K +487 +42%
VI
517
Vestcor Inc
New Brunswick, Canada
$690K +$83.7K +230 +16%
IWC
518
Integrated Wealth Concepts
Massachusetts
$690K -$283K -777 -32%
DC
519
Davenport & Co
Virginia
$688K -$632K -1,738 -51%
KCP
520
Kera Capital Partners
California
$684K -$30.9K -85 -4%
PCM
521
Prelude Capital Management
New York
$683K -$1.24M -3,406 -68%
C
522
Certuity
Florida
$677K -$21.1K -58 -3%
AWA
523
Aaron Wealth Advisors
Illinois
$676K +$164K +450 +39%
KAM
524
Kazazian Asset Management
Florida
$672K -$12.7K -35 -2%
UM
525
UniSuper Management
Australia
$672K +$109K +300 +23%