902 hedge funds and large institutions have $30.4B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 308 increasing their positions, 269 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:

14% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 269

5% less call options, than puts

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

2.03% less ownership

Funds ownership: 91.16%89.13% (-2%)

Holders
902
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
WIA
601
World Investment Advisors
California
$402K
Janney Montgomery Scott
602
Janney Montgomery Scott
Pennsylvania
$401K
YCM
603
Yousif Capital Management
Michigan
$401K
TWM
604
Tanager Wealth Management
United Kingdom
$395K
AWM
605
Accurate Wealth Management
Florida
$392K
SAI
606
Savvy Advisors Inc
New York
$389K
FRM
607
Fox Run Management
Connecticut
$388K
WPC
608
Wedmont Private Capital
Pennsylvania
$377K
CIA
609
Concurrent Investment Advisors
Florida
$373K
LWAM
610
Legacy Wealth Asset Management
Minnesota
$372K
GI
611
GLOBALT Investments
Georgia
$368K
LBWM
612
Left Brain Wealth Management
Illinois
$367K
SC
613
Syon Capital
California
$366K
ERSOT
614
Employees Retirement System of Texas
Texas
$365K
OIA
615
OneDigital Investment Advisors
Kansas
$363K
Lido Advisors
616
Lido Advisors
California
$360K
ProShare Advisors
617
ProShare Advisors
Maryland
$360K
CA
618
CoreCap Advisors
Michigan
$360K
LI
619
LifeWealth Investments
Florida
$357K
CGH
620
Crossmark Global Holdings
Texas
$354K
MG
621
Marex Group
$352K
ITFISA
622
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K
HCC
623
Hirtle Callaghan & Co
Pennsylvania
$351K
PE
624
PCM Encore
Colorado
$349K
TAM
625
Titleist Asset Management
Texas
$348K