902 hedge funds and large institutions have $30.4B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 308 increasing their positions, 269 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:

14% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 269

5% less call options, than puts

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

2.03% less ownership

Funds ownership: 91.16%89.13% (-2%)

Holders
902
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
MGIA
551
Moneta Group Investment Advisors
Missouri
$520K
TG
552
TCW Group
California
$519K
FRA
553
Frank Rimerman Advisors
California
$513K
FFM
554
Forum Financial Management
Illinois
$511K
CCM
555
Coldstream Capital Management
Washington
$508K
WBC
556
Westpac Banking Corp
Australia
$507K
VCM
557
Voleon Capital Management
California
$503K
AG
558
Ascent Group
Virginia
$501K
NFSG
559
Newbridge Financial Services Group
Florida
$498K
FP
560
Financial Perspectives
Minnesota
$492K
VA
561
Verdad Advisers
Massachusetts
$491K
EMFAT
562
Emerald Mutual Fund Advisers Trust
Pennsylvania
$486K
FMI
563
F/M Investments
District of Columbia
$486K
IAN
564
Integrated Advisors Network
Texas
$482K
SFI
565
Siemens Fonds Invest
Germany
$481K
HWM
566
HB Wealth Management
Georgia
$470K
NAM
567
NorthCrest Asset Manangement
Minnesota
$468K
TSS
568
Two Sigma Securities
New York
$463K
MYAM
569
Meiji Yasuda Asset Management
Japan
$462K
PA
570
Parallel Advisors
California
$461K
TWC
571
TD Waterhouse Canada
Ontario, Canada
$456K
SI
572
Stephens Inc
Arkansas
$453K
MNBTD
573
Moody National Bank Trust Division
Texas
$452K
BIG
574
Brooklyn Investment Group
New York
$449K
SIA
575
SeaBridge Investment Advisors
New Jersey
$448K