888 hedge funds and large institutions have $30.2B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 305 increasing their positions, 266 reducing their positions, and 83 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

15% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 266

5% less call options, than puts

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

1.61% less ownership

Funds ownership: 90.53%88.93% (-1.6%)

Holders
888
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.76B
Puts
$2.92B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
526
Envestnet Portfolio Solutions
Illinois
$599K
VT
527
Volterra Technologies
New York
$591K
EPW
528
Evolve Private Wealth
California
$591K
PCM
529
Princeton Capital Management
New Jersey
$586K
EWA
530
EverSource Wealth Advisors
Alabama
$570K
DADC
531
D.A. Davidson & Co
Montana
$570K
QFMHK
532
Q Fund Management (Hong Kong)
$567K
WA
533
Waverly Advisors
Alabama
$565K
AAM
534
Azzad Asset Management
Virginia
$563K
LF
535
Lansforsakringar Fondforvaltning
Sweden
$559K
BPC
536
Banque Pictet & Cie
Switzerland
$551K
VCM
537
Versant Capital Management
Arizona
$551K
CPA
538
Capital Performance Advisors
California
$530K
S
539
SignatureFD
Georgia
$528K
Northwestern Mutual Wealth Management
540
Northwestern Mutual Wealth Management
Wisconsin
$524K
AWM
541
Axxcess Wealth Management
California
$523K
CRI
542
Colonial River Investments
Virginia
$522K
MGIA
543
Moneta Group Investment Advisors
Missouri
$520K
TG
544
TCW Group
California
$519K
FRA
545
Frank Rimerman Advisors
California
$513K
FFM
546
Forum Financial Management
Illinois
$511K
CCM
547
Coldstream Capital Management
Washington
$508K
WBC
548
Westpac Banking Corp
Australia
$507K
VCM
549
Voleon Capital Management
California
$503K
AG
550
Ascent Group
Virginia
$501K