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
WPC
601
Wedmont Private Capital
Pennsylvania
$377K
CIA
602
Concurrent Investment Advisors
Florida
$373K
LWAM
603
Legacy Wealth Asset Management
Minnesota
$372K
GI
604
GLOBALT Investments
Georgia
$368K
LBWM
605
Left Brain Wealth Management
Illinois
$367K
SC
606
Syon Capital
California
$366K
ERSOT
607
Employees Retirement System of Texas
Texas
$365K
OIA
608
OneDigital Investment Advisors
Kansas
$363K
Lido Advisors
609
Lido Advisors
California
$360K
ProShare Advisors
610
ProShare Advisors
Maryland
$360K
CA
611
CoreCap Advisors
Michigan
$360K
LI
612
LifeWealth Investments
Florida
$357K
CGH
613
Crossmark Global Holdings
Texas
$354K
MG
614
Marex Group
$352K
ITFISA
615
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K
HCC
616
Hirtle Callaghan & Co
Pennsylvania
$351K
PE
617
PCM Encore
Colorado
$349K
TAM
618
Titleist Asset Management
Texas
$348K
CA
619
Clearstead Advisors
Ohio
$347K
BOSSRA
620
B.O.S.S. Retirement Advisors
Utah
$346K
SFC
621
SYM Financial Corp
Indiana
$346K
NYLIM
622
New York Life Investment Management
New York
$344K
AC
623
AWM Capital
Arizona
$342K
TFA
624
Transamerica Financial Advisors
Florida
$342K
II
625
Impact Investors
California
$342K