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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
Capstone Investment Advisors
526
Capstone Investment Advisors
New York
$670K -$944K -2,595 -62%
N
527
Natixis
France
$669K -$15.7M -43,061 -96%
JIC
528
Joel Isaacson & Co
New York
$665K -$91K -250 -14%
KAS
529
Kestra Advisory Services
Texas
$664K +$159K +437 +38%
FCM
530
Fieldview Capital Management
Michigan
$659K -$2.17M -5,956 -79%
CFO
531
Callan Family Office
Pennsylvania
$649K +$127K +350 +29%
AI
532
Atria Investments
North Carolina
$648K +$310K +852 +123%
PP
533
Prudential plc
United Kingdom
$631K -$458K -1,260 -46%
CM
534
CastleKnight Management
New York
$630K
AS
535
Altshuler Shaham
Israel
$627K -$146M -402,280 -100%
WP
536
Woodline Partners
California
$624K +$541K +1,488 New
CSA
537
Cornerstone Select Advisors
Missouri
$619K +$6.18K +17 +1%
LNWTC
538
Laird Norton Wetherby Trust Company
Washington
$617K +$535K +1,470 New
QCM
539
QRG Capital Management
Illinois
$604K +$176K +483 +51%
Envestnet Portfolio Solutions
540
Envestnet Portfolio Solutions
Illinois
$599K +$519K +1,427 New
VT
541
Volterra Technologies
New York
$591K +$512K +1,408 New
EPW
542
Evolve Private Wealth
California
$591K +$512K +1,407 New
PCM
543
Princeton Capital Management
New Jersey
$586K -$52.8K -145 -9%
EWA
544
EverSource Wealth Advisors
Alabama
$570K +$112K +309 +29%
DADC
545
D.A. Davidson & Co
Montana
$570K +$71.3K +196 +17%
QFMHK
546
Q Fund Management (Hong Kong)
$567K +$491K +1,350 New
WA
547
Waverly Advisors
Alabama
$565K +$123K +338 +33%
AAM
548
Azzad Asset Management
Virginia
$563K -$12.4K -34 -2%
ECM
549
EMC Capital Management
Texas
$559K -$364K -1,000 -42%
LF
550
Lansforsakringar Fondforvaltning
Sweden
$559K