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
CFG
601
Citizens Financial Group
Rhode Island
$230K
LWAM
602
Legacy Wealth Asset Management
Minnesota
$227K
Kovitz Investment Group Partners
603
Kovitz Investment Group Partners
Illinois
$227K
CIA
604
Concurrent Investment Advisors
Florida
$223K
OAM
605
Ostrum Asset Management
France
$222K
AFGAS
606
Allegiance Financial Group Advisory Services
Virginia
$222K
ProShare Advisors
607
ProShare Advisors
Maryland
$221K
MWM
608
Moran Wealth Management
Florida
$219K
CGH
609
Crossmark Global Holdings
Texas
$217K
BAM
610
Belpointe Asset Management
Nevada
$217K
N
611
Numerai
California
$217K
FMI
612
Frec Markets Inc
California
$215K
ERSOT
613
Employees Retirement System of Texas
Texas
$213K
AWP
614
Ascent Wealth Partners
New York
$211K
HCC
615
Hirtle Callaghan & Co
Pennsylvania
$205K
PE
616
PCM Encore
Colorado
$204K
MOS
617
MGO One Seven
Ohio
$203K
FFN
618
Focus Financial Network
Minnesota
$202K
DWM
619
Diversify Wealth Management
Utah
$202K
GI
620
GLOBALT Investments
Georgia
$200K
AAM
621
Alphadyne Asset Management
New York
$197K
Northwestern Mutual Wealth Management
622
Northwestern Mutual Wealth Management
Wisconsin
$196K
SPIA
623
Steward Partners Investment Advisory
New York
$163K
Los Angeles Capital Management
624
Los Angeles Capital Management
California
$158K
NFSG
625
Newbridge Financial Services Group
Florida
$152K