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MongoDB

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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.55B
Puts
$1.17B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TWC
576
TD Waterhouse Canada
Ontario, Canada
$259K
WIA
577
World Investment Advisors
California
$259K
JTWM
578
Jackson Thornton Wealth Management
Alabama
$258K
MG
579
Marex Group
$257K
CSA
580
Cornerstone Select Advisors
Missouri
$257K
1WA
581
180 Wealth Advisors
Washington
$257K
Lido Advisors
582
Lido Advisors
California
$256K
MGIA
583
Moneta Group Investment Advisors
Missouri
$255K
VA
584
VestGen Advisors
Illinois
$255K
PPW
585
Parcion Private Wealth
Washington
$255K
LF
586
Lansforsakringar Fondforvaltning
Sweden
$254K
CIS
587
Custom Index Systems
New York
$253K
DIA
588
Dana Investment Advisors
Wisconsin
$252K
DCU
589
Dara Capital US
Florida
$251K
DMIC
590
Dixon Mitchell Investment Counsel
British Columbia, Canada
$250K
SFC
591
SYM Financial Corp
Indiana
$249K
CA
592
Crewe Advisors
Utah
$245K
PCM
593
Praxis Capital Management
Illinois
$245K
AG
594
Ascent Group
Virginia
$243K
CAG
595
Crestwood Advisors Group
Massachusetts
$239K
EWM
596
Empirical Wealth Management
Washington
$238K
NG
597
Norden Group
Utah
$238K
SAI
598
Savvy Advisors Inc
New York
$238K
WPC
599
Wedmont Private Capital
Pennsylvania
$236K
TPWA
600
Twin Peaks Wealth Advisors
California
$234K