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MongoDB

763 hedge funds and large institutions have $22.5B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 96 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

26% less call options, than puts

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

Holders
763
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.63B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
576
Steward Partners Investment Advisory
New York
$239K
IAA
577
Independent Advisor Alliance
North Carolina
$239K
MF
578
Magnetar Financial
Illinois
$238K
MAS
579
Meeder Advisory Services
Ohio
$237K
CI
580
Cigna Investments
Connecticut
$237K
BWCS
581
Beirne Wealth Consulting Services
Connecticut
$236K
MWM
582
Maridea Wealth Management
New York
$234K
AP
583
Americana Partners
Texas
$233K
RCM
584
Requisite Capital Management
Texas
$226K
WWC
585
Waypoint Wealth Counsel
Georgia
$223K
1WA
586
180 Wealth Advisors
Washington
$222K
AP
587
Appleton Partners
Massachusetts
$221K
SWP
588
Stratos Wealth Partners
Ohio
$219K
ZAM
589
Zevin Asset Management
Massachusetts
$219K
FP
590
Financial Perspectives
Minnesota
$216K
VT
591
Vise Technologies
New York
$216K
AT
592
American Trust
Kentucky
$216K
AI
593
Atria Investments
North Carolina
$215K
EAM
594
Evanson Asset Management
California
$213K
WA
595
Waddell & Associates
Tennessee
$210K
AFG
596
Atomi Financial Group
New York
$208K
TRCT
597
Tower Research Capital (TRC)
New York
$206K
CGH
598
Crossmark Global Holdings
Texas
$206K
BAAM
599
Baker Avenue Asset Management
California
$206K
FA
600
FDx Advisors
Illinois
$200K