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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
TWC
576
TD Waterhouse Canada
Ontario, Canada
$259K -$14.7K -44 -4%
WIA
577
World Investment Advisors
California
$259K +$33.8K +101 +11%
JTWM
578
Jackson Thornton Wealth Management
Alabama
$258K +$44.2K +132 +13%
MG
579
Marex Group
$257K +$70.6K +211 +25%
CSA
580
Cornerstone Select Advisors
Missouri
$257K -$143K -427 -29%
1WA
581
180 Wealth Advisors
Washington
$257K +$113K +337 +47%
Lido Advisors
582
Lido Advisors
California
$256K -$15.4K -46 -4%
MGIA
583
Moneta Group Investment Advisors
Missouri
$255K -$66.2K -198 -16%
VA
584
VestGen Advisors
Illinois
$255K +$276K +825 New
PPW
585
Parcion Private Wealth
Washington
$255K +$118K +354 +52%
LF
586
Lansforsakringar Fondforvaltning
Sweden
$254K -$98.3K -294 -22%
CIS
587
Custom Index Systems
New York
$253K +$11.7K +35 +4%
DIA
588
Dana Investment Advisors
Wisconsin
$252K
DCU
589
Dara Capital US
Florida
$251K +$11.7K +35 +4%
DMIC
590
Dixon Mitchell Investment Counsel
British Columbia, Canada
$250K
SFC
591
SYM Financial Corp
Indiana
$249K +$64.6K +193 +23%
CA
592
Crewe Advisors
Utah
$245K
PCM
593
Praxis Capital Management
Illinois
$245K
AG
594
Ascent Group
Virginia
$243K -$66.9K -200 -17%
CAG
595
Crestwood Advisors Group
Massachusetts
$239K +$326K +976 New
EWM
596
Empirical Wealth Management
Washington
$238K +$132K +394 +68%
NG
597
Norden Group
Utah
$238K -$22.1K -66 -6%
SAI
598
Savvy Advisors Inc
New York
$238K +$14.7K +44 +5%
WPC
599
Wedmont Private Capital
Pennsylvania
$236K +$29.1K +87 +10%
TPWA
600
Twin Peaks Wealth Advisors
California
$234K +$1.34K +4 +0.4%