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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
PCG
551
Prosperity Consulting Group
Maryland
$302K +$413K +1,235 New
SC
552
Savant Capital
Illinois
$299K +$146K +437 +56%
FRA
553
Frank Rimerman Advisors
California
$299K -$334 -1 -0.1%
QCM
554
QRG Capital Management
Illinois
$298K -$74.6K -223 -15%
KAS
555
Kestra Advisory Services
Texas
$297K -$123K -368 -23%
Teacher Retirement System of Texas
556
Teacher Retirement System of Texas
Texas
$297K -$495K -1,479 -55%
CA
557
Clearstead Advisors
Ohio
$292K +$122K +366 +44%
Thrivent Financial for Lutherans
558
Thrivent Financial for Lutherans
Minnesota
$287K -$193K -576 -33%
FP
559
Financial Perspectives
Minnesota
$287K
OAM
560
Oxford Asset Management
United Kingdom
$286K +$390K +1,167 New
RWM
561
Ritholtz Wealth Management
New York
$284K +$389K +1,162 New
SFI
562
Siemens Fonds Invest
Germany
$280K
TCA
563
Transcend Capital Advisors
New Jersey
$277K +$40.5K +121 +12%
PA
564
Parallel Advisors
California
$273K +$5.02K +15 +1%
FWP
565
Forefront Wealth Partners
Texas
$272K +$36.5K +109 +11%
MFS
566
Mirabella Financial Services
United Kingdom
$272K +$165K +494 +80%
EW
567
Evoke Wealth
California
$271K +$187K +559 +102%
CAG
568
Csenge Advisory Group
Florida
$271K +$370K +1,105 New
MYAM
569
Meiji Yasuda Asset Management
Japan
$269K
VFA
570
Values First Advisors
Tennessee
$268K +$141K +422 +63%
MNBTD
571
Moody National Bank Trust Division
Texas
$267K +$3.68K +11 +1%
BC
572
Bayforest Capital
United Kingdom
$265K +$124K +371 +52%
MAS
573
Meeder Advisory Services
Ohio
$264K +$7.02K +21 +2%
SIA
574
SeaBridge Investment Advisors
New Jersey
$262K +$669 +2 +0.2%
YCM
575
Yousif Capital Management
Michigan
$261K +$8.36K +25 +2%