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914 hedge funds and large institutions have $30.5B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 83

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

34% more capital invested

Capital invested by funds: $22.7B → $30.5B (+$7.74B)

18% more funds holding

Funds holding: 777914 (+137)

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

5% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.92B

1.96% less ownership

Funds ownership: 91.19%89.23% (-2%)

Holders
914
Holders Change
+137
Holders Change %
+17.63%
% of All Funds
11.12%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
238
Increased
311
Reduced
271
Closed
83
Calls
$2.76B
Puts
$2.92B
Net Calls
-$160M
Net Calls Change
+$769M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
601
Palumbo Wealth Management
New York
$418K +$30.9K +85 +9%
DCU
602
Dara Capital US
Florida
$415K +$360K +989 New
UB
603
Umpqua Bank
Oregon
$413K +$358K +984 New
AFG
604
Atomi Financial Group
New York
$408K +$110K +302 +45%
PS
605
Principal Securities
Iowa
$407K +$302K +829 +592%
SCM
606
Sandler Capital Management
New York
$407K +$353K +969 New
MWM
607
Moran Wealth Management
Florida
$404K +$26.9K +74 +8%
WIA
608
World Investment Advisors
California
$402K +$3.27K +9 +0.9%
Janney Montgomery Scott
609
Janney Montgomery Scott
Pennsylvania
$401K +$347K +955 New
YCM
610
Yousif Capital Management
Michigan
$401K +$8.73K +24 +2%
TWM
611
Tanager Wealth Management
United Kingdom
$395K +$4.73K +13 +1%
AWM
612
Accurate Wealth Management
Florida
$392K +$350K +961 New
SAI
613
Savvy Advisors Inc
New York
$389K +$16K +44 +5%
FRM
614
Fox Run Management
Connecticut
$388K -$235K -645 -41%
WPC
615
Wedmont Private Capital
Pennsylvania
$377K +$19.3K +53 +7%
CIA
616
Concurrent Investment Advisors
Florida
$373K +$323K +888 New
LWAM
617
Legacy Wealth Asset Management
Minnesota
$372K +$323K +887 New
GI
618
GLOBALT Investments
Georgia
$368K -$1.46K -4 -0.5%
LBWM
619
Left Brain Wealth Management
Illinois
$367K -$72.8K -200 -19%
SC
620
Syon Capital
California
$366K -$13.8K -38 -4%
ERSOT
621
Employees Retirement System of Texas
Texas
$365K
OIA
622
OneDigital Investment Advisors
Kansas
$363K +$14.2K +39 +5%
Lido Advisors
623
Lido Advisors
California
$360K +$13.1K +36 +3%
ProShare Advisors
624
ProShare Advisors
Maryland
$360K -$241K -662 -44%
CA
625
CoreCap Advisors
Michigan
$360K +$155K +426 +99%