888 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

1.61% less ownership

Funds ownership: 90.53%88.93% (-1.6%)

Holders
888
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
CIA
601
Concurrent Investment Advisors
Florida
$373K
LWAM
602
Legacy Wealth Asset Management
Minnesota
$372K
GI
603
GLOBALT Investments
Georgia
$368K
LBWM
604
Left Brain Wealth Management
Illinois
$367K
SC
605
Syon Capital
California
$366K
ERSOT
606
Employees Retirement System of Texas
Texas
$365K
OIA
607
OneDigital Investment Advisors
Kansas
$363K
Lido Advisors
608
Lido Advisors
California
$360K
ProShare Advisors
609
ProShare Advisors
Maryland
$360K
CA
610
CoreCap Advisors
Michigan
$360K
LI
611
LifeWealth Investments
Florida
$357K
CGH
612
Crossmark Global Holdings
Texas
$354K
MG
613
Marex Group
$352K
ITFISA
614
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K
HCC
615
Hirtle Callaghan & Co
Pennsylvania
$351K
PE
616
PCM Encore
Colorado
$349K
TAM
617
Titleist Asset Management
Texas
$348K
CA
618
Clearstead Advisors
Ohio
$347K
BOSSRA
619
B.O.S.S. Retirement Advisors
Utah
$346K
SFC
620
SYM Financial Corp
Indiana
$346K
NYLIM
621
New York Life Investment Management
New York
$344K
AC
622
AWM Capital
Arizona
$342K
TFA
623
Transamerica Financial Advisors
Florida
$342K
II
624
Impact Investors
California
$342K
TPWA
625
Twin Peaks Wealth Advisors
California
$340K