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MongoDB

763 hedge funds and large institutions have $22.5B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 96 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

26% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $3.56B

Holders
763
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.63B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IAN
526
Integrated Advisors Network
Texas
$329K
AGA
527
Arkos Global Advisors
Texas
$329K
Lido Advisors
528
Lido Advisors
California
$328K
CGL
529
Clarius Group LLC
Washington
$327K
MGIA
530
Moneta Group Investment Advisors
Missouri
$327K
EWA
531
EverSource Wealth Advisors
Alabama
$326K
TAM
532
Tealwood Asset Management
Minnesota
$324K
FFA
533
Farther Finance Advisors
California
$319K
YCM
534
Yousif Capital Management
Michigan
$316K
PFS
535
Prospera Financial Services
Texas
$315K
CPC
536
Congress Park Capital
New York
$313K
WA
537
Waverly Advisors
Alabama
$313K
CA
538
Crewe Advisors
Utah
$311K
PAS
539
Park Avenue Securities
New York
$311K
SIA
540
SeaBridge Investment Advisors
New Jersey
$309K
FWP
541
Forefront Wealth Partners
Texas
$308K
NP
542
NorthRock Partners
Minnesota
$306K
FSC
543
Full Sail Capital
Oklahoma
$304K
WT
544
Whittier Trust
California
$301K
QCM
545
QRG Capital Management
Illinois
$297K
NYLIM
546
New York Life Investment Management
New York
$296K
TPWA
547
Twin Peaks Wealth Advisors
California
$295K
WIA
548
World Investment Advisors
California
$295K
HWM
549
HB Wealth Management
Georgia
$292K
TWM
550
Tanager Wealth Management
United Kingdom
$288K