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811 hedge funds and large institutions have $17.5B invested in MongoDB in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 337 increasing their positions, 244 reducing their positions, and 205 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 244

32% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.17B

0.53% less ownership

Funds ownership: 89.23%88.7% (-0.53%)

11% less funds holding

Funds holding: 914811 (-103)

41% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 205

43% less capital invested

Capital invested by funds: $30.5B → $17.5B (-$13B)

73% less funds holding in top 10

Funds holding in top 10: 226 (-16)

Holders
811
Holders Change
-103
Holders Change %
-11.27%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
121
Increased
337
Reduced
244
Closed
205
Calls
$1.55B
Puts
$1.17B
Net Calls
+$371M
Net Calls Change
+$530M
Name Holding Trade Value Shares
Change
Change in
Stake
WFP
501
Worthington Financial Partners
Ohio
$447K
AC
502
Avestar Capital
New York
$444K +$1.67K +5 +0.3%
ATS
503
Ashton Thomas Securities
New York
$431K +$589K +1,761 New
GA
504
GraniteShares Advisors
New York
$428K -$97K -290 -14%
MIC
505
Meridian Investment Counsel
California
$426K
EI
506
EFG International
$418K +$561K +1,676 +5,079%
CIC
507
Carnegie Investment Counsel
Ohio
$417K
HPC
508
HM Payson & Co
Maine
$410K
GC
509
Guggenheim Capital
Illinois
$406K -$84K -251 -13%
VI
510
Vestcor Inc
New Brunswick, Canada
$402K
MIM
511
MetLife Investment Management
New Jersey
$400K -$7.02K -21 -1%
BF
512
BOK Financial
Oklahoma
$396K +$541K +1,618 New
BAAM
513
Baker Avenue Asset Management
California
$392K +$319K +953 +147%
KAM
514
Kazazian Asset Management
Florida
$392K
UM
515
UniSuper Management
Australia
$392K
JIC
516
Joel Isaacson & Co
New York
$388K
EWA
517
EverSource Wealth Advisors
Alabama
$384K +$70.9K +212 +16%
WBC
518
Westpac Banking Corp
Australia
$381K +$116K +346 +29%
EWA
519
EP Wealth Advisors
California
$377K +$271K +809 +111%
AG
520
Algert Global
California
$377K +$515K +1,540 New
Mirae Asset Global ETFs Holdings
521
Mirae Asset Global ETFs Holdings
Hong Kong
$371K -$76.3K -228 -13%
JSSH
522
J. Safra Sarasin Holding
$366K -$325K -973 -39%
NWAG
523
Net Worth Advisory Group
Utah
$364K +$498K +1,488 New
PM
524
Pembroke Management
Quebec, Canada
$363K -$62.9K -188 -11%
EMFAT
525
Emerald Mutual Fund Advisers Trust
Pennsylvania
$358K +$102K +304 +26%