890 hedge funds and large institutions have $30.2B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 305 increasing their positions, 266 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:

15% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 266

5% less call options, than puts

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

1.59% less ownership

Funds ownership: 90.53%88.94% (-1.6%)

Holders
890
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
NG
576
Norden Group
Utah
$436K
MWM
577
Meridian Wealth Management
Kentucky
$432K
DIA
578
Dana Investment Advisors
Wisconsin
$432K
WA
579
Waddell & Associates
Tennessee
$431K
DMIC
580
Dixon Mitchell Investment Counsel
British Columbia, Canada
$429K
WT
581
Whittier Trust
California
$425K
TCA
582
Transcend Capital Advisors
New Jersey
$424K
FWP
583
Forefront Wealth Partners
Texas
$421K
CA
584
Crewe Advisors
Utah
$420K
PCM
585
Praxis Capital Management
Illinois
$420K
CIS
586
Custom Index Systems
New York
$418K
PWM
587
Palumbo Wealth Management
New York
$418K
DCU
588
Dara Capital US
Florida
$415K
UB
589
Umpqua Bank
Oregon
$413K
AFG
590
Atomi Financial Group
New York
$408K
PS
591
Principal Securities
Iowa
$407K
SCM
592
Sandler Capital Management
New York
$407K
MWM
593
Moran Wealth Management
Florida
$404K
Janney Montgomery Scott
594
Janney Montgomery Scott
Pennsylvania
$401K
YCM
595
Yousif Capital Management
Michigan
$401K
TWM
596
Tanager Wealth Management
United Kingdom
$395K
AWM
597
Accurate Wealth Management
Florida
$392K
SAI
598
Savvy Advisors Inc
New York
$389K
FRM
599
Fox Run Management
Connecticut
$388K
WIA
600
World Investment Advisors
California
$386K