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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
CPA
526
Capital Performance Advisors
California
$355K +$63.2K +189 +15%
SAM
527
Seelaus Asset Management
New Jersey
$351K +$479K +1,432 New
VCM
528
Voleon Capital Management
California
$350K +$76.9K +230 +19%
BA
529
Bridgewater Advisors
New York
$348K +$669 +2 +0.2%
PS
530
Principal Securities
Iowa
$341K +$142K +425 +44%
VT
531
Vise Technologies
New York
$339K
PAS
532
Park Avenue Securities
New York
$334K -$201K -602 -31%
BIG
533
Brooklyn Investment Group
New York
$333K +$101K +301 +28%
VCM
534
Versant Capital Management
Arizona
$333K +$16.1K +48 +4%
CFO
535
Callan Family Office
Pennsylvania
$333K -$62.9K -188 -12%
Bank Julius Baer & Co
536
Bank Julius Baer & Co
Switzerland
$326K -$8.14M -24,350 -95%
SI
537
Stephens Inc
Arkansas
$325K +$83.3K +249 +23%
CCM
538
Coldstream Capital Management
Washington
$324K +$37.8K +113 +9%
BPC
539
Banque Pictet & Cie
Switzerland
$321K
UB
540
Umpqua Bank
Oregon
$321K +$109K +327 +33%
S
541
SignatureFD
Georgia
$321K +$17.4K +52 +4%
TG
542
TCW Group
California
$318K +$20.7K +62 +5%
SC
543
Syon Capital
California
$317K +$142K +424 +49%
MCM
544
MAI Capital Management
Ohio
$317K +$362K +1,081 +508%
I
545
InceptionR
California
$316K +$431K +1,290 New
PCM
546
Princeton Capital Management
New Jersey
$315K -$37.1K -111 -8%
NAMI
547
Nomura Asset Management International
Pennsylvania
$311K -$1.58M -4,732 -79%
PWM
548
Palumbo Wealth Management
New York
$305K +$84.6K +253 +25%
LNWTC
549
Laird Norton Wetherby Trust Company
Washington
$304K -$75.9K -227 -15%
DC
550
Davenport & Co
Virginia
$302K -$135K -405 -25%