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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
BPC
551
Banque Pictet & Cie
Switzerland
$551K
VCM
552
Versant Capital Management
Arizona
$551K -$23.6K -65 -5%
CPA
553
Capital Performance Advisors
California
$530K +$460K +1,263 New
S
554
SignatureFD
Georgia
$528K +$48.4K +133 +12%
Northwestern Mutual Wealth Management
555
Northwestern Mutual Wealth Management
Wisconsin
$524K +$143K +393 +46%
AWM
556
Axxcess Wealth Management
California
$523K -$41.8K -115 -8%
CRI
557
Colonial River Investments
Virginia
$522K -$42.9K -118 -9%
MGIA
558
Moneta Group Investment Advisors
Missouri
$520K +$68.4K +188 +18%
TG
559
TCW Group
California
$519K +$450K +1,236 New
FRA
560
Frank Rimerman Advisors
California
$513K +$364 +1 +0.1%
FFM
561
Forum Financial Management
Illinois
$511K +$364 +1 +0.1%
CCM
562
Coldstream Capital Management
Washington
$508K +$123K +339 +39%
WBC
563
Westpac Banking Corp
Australia
$507K +$363K +999 +476%
VCM
564
Voleon Capital Management
California
$503K +$436K +1,199 New
AG
565
Ascent Group
Virginia
$501K +$36.7K +101 +9%
NFSG
566
Newbridge Financial Services Group
Florida
$498K -$33.5K -92 -7%
FP
567
Financial Perspectives
Minnesota
$492K +$173K +475 +68%
VA
568
Verdad Advisers
Massachusetts
$491K +$426K +1,171 New
EMFAT
569
Emerald Mutual Fund Advisers Trust
Pennsylvania
$486K +$272K +748 +182%
FMI
570
F/M Investments
District of Columbia
$486K +$422K +1,159 New
IAN
571
Integrated Advisors Network
Texas
$482K +$31.7K +87 +8%
SFI
572
Siemens Fonds Invest
Germany
$481K
HWM
573
HB Wealth Management
Georgia
$470K +$64.8K +178 +19%
NAM
574
NorthCrest Asset Manangement
Minnesota
$468K +$111K +305 +38%
TSS
575
Two Sigma Securities
New York
$463K +$402K +1,104 New