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777 hedge funds and large institutions have $22.7B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 96

57% more capital invested

Capital invested by funds: $14.5B → $22.7B (+$8.21B)

12% more funds holding

Funds holding: 692777 (+85)

6.61% more ownership

Funds ownership: 84.58%91.19% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

26% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $3.56B

Holders
777
Holders Change
+85
Holders Change %
+12.28%
% of All Funds
10.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
190
Increased
248
Reduced
250
Closed
96
Calls
$2.63B
Puts
$3.56B
Net Calls
-$929M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
576
Savant Capital
Illinois
$258K +$214K +831 New
NAM
577
NorthCrest Asset Manangement
Minnesota
$257K -$97.2K -378 -32%
OIA
578
OneDigital Investment Advisors
Kansas
$256K -$70.7K -275 -25%
WPC
579
Wedmont Private Capital
Pennsylvania
$255K +$206K +802 New
AC
580
AWM Capital
Arizona
$253K +$210K +816 New
USCWA
581
U.S. Capital Wealth Advisors
Texas
$246K +$204K +792 New
National Bank of Canada
582
National Bank of Canada
Quebec, Canada
$243K -$13.9M -54,029 -99%
SFC
583
SYM Financial Corp
Indiana
$240K +$199K +774 New
SPIA
584
Steward Partners Investment Advisory
New York
$239K +$63.2K +246 +47%
IAA
585
Independent Advisor Alliance
North Carolina
$239K +$198K +770 New
MF
586
Magnetar Financial
Illinois
$238K -$9.73M -37,838 -98%
MAS
587
Meeder Advisory Services
Ohio
$237K +$197K +765 New
CI
588
Cigna Investments
Connecticut
$237K +$196K +762 New
BWCS
589
Beirne Wealth Consulting Services
Connecticut
$236K +$195K +759 New
MWM
590
Maridea Wealth Management
New York
$234K +$184K +716 New
AP
591
Americana Partners
Texas
$233K +$193K +750 New
RCM
592
Requisite Capital Management
Texas
$226K +$187K +729 New
WWC
593
Waypoint Wealth Counsel
Georgia
$223K +$185K +719 New
1WA
594
180 Wealth Advisors
Washington
$222K +$184K +716 New
AP
595
Appleton Partners
Massachusetts
$221K +$183K +712 New
SWP
596
Stratos Wealth Partners
Ohio
$219K +$181K +705 New
ZAM
597
Zevin Asset Management
Massachusetts
$219K +$181K +706 New
FP
598
Financial Perspectives
Minnesota
$216K
VT
599
Vise Technologies
New York
$216K +$179K +696 New
AT
600
American Trust
Kentucky
$216K +$179K +695 New