805 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, 333 increasing their positions, 242 reducing their positions, and 206 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: 206

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
805
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
CSA
576
Cornerstone Select Advisors
Missouri
$257K
1WA
577
180 Wealth Advisors
Washington
$257K
Lido Advisors
578
Lido Advisors
California
$256K
MGIA
579
Moneta Group Investment Advisors
Missouri
$255K
VA
580
VestGen Advisors
Illinois
$255K
PPW
581
Parcion Private Wealth
Washington
$255K
LF
582
Lansforsakringar Fondforvaltning
Sweden
$254K
CIS
583
Custom Index Systems
New York
$253K
DIA
584
Dana Investment Advisors
Wisconsin
$252K
DCU
585
Dara Capital US
Florida
$251K
DMIC
586
Dixon Mitchell Investment Counsel
British Columbia, Canada
$250K
SFC
587
SYM Financial Corp
Indiana
$249K
CA
588
Crewe Advisors
Utah
$245K
PCM
589
Praxis Capital Management
Illinois
$245K
AG
590
Ascent Group
Virginia
$243K
CAG
591
Crestwood Advisors Group
Massachusetts
$239K
EWM
592
Empirical Wealth Management
Washington
$238K
NG
593
Norden Group
Utah
$238K
SAI
594
Savvy Advisors Inc
New York
$238K
WPC
595
Wedmont Private Capital
Pennsylvania
$236K
TPWA
596
Twin Peaks Wealth Advisors
California
$234K
BFIM
597
Beese Fulmer Investment Management
Ohio
$232K
TWM
598
Tanager Wealth Management
United Kingdom
$231K
HAG
599
HighPoint Advisor Group
Illinois
$231K
NYLIM
600
New York Life Investment Management
New York
$230K