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811 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, 337 increasing their positions, 244 reducing their positions, and 205 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 244

32% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.17B

0.53% less ownership

Funds ownership: 89.23%88.7% (-0.53%)

11% less funds holding

Funds holding: 914811 (-103)

41% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 205

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
811
Holders Change
-103
Holders Change %
-11.27%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
121
Increased
337
Reduced
244
Closed
205
Calls
$1.55B
Puts
$1.17B
Net Calls
+$371M
Net Calls Change
+$530M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
601
Beese Fulmer Investment Management
Ohio
$232K +$317K +947 New
TWM
602
Tanager Wealth Management
United Kingdom
$231K +$1.67K +5 +0.5%
HAG
603
HighPoint Advisor Group
Illinois
$231K -$499K -1,491 -61%
NYLIM
604
New York Life Investment Management
New York
$230K +$40.5K +121 +15%
CFG
605
Citizens Financial Group
Rhode Island
$230K +$314K +938 New
LWAM
606
Legacy Wealth Asset Management
Minnesota
$227K +$13K +39 +4%
Kovitz Investment Group Partners
607
Kovitz Investment Group Partners
Illinois
$227K +$309K +925 New
CIA
608
Concurrent Investment Advisors
Florida
$223K +$7.36K +22 +2%
OAM
609
Ostrum Asset Management
France
$222K +$143K +428 +89%
AFGAS
610
Allegiance Financial Group Advisory Services
Virginia
$222K +$303K +905 New
ProShare Advisors
611
ProShare Advisors
Maryland
$221K +$15.4K +46 +5%
MWM
612
Moran Wealth Management
Florida
$219K -$23.4K -70 -7%
CGH
613
Crossmark Global Holdings
Texas
$217K +$14.4K +43 +5%
BAM
614
Belpointe Asset Management
Nevada
$217K -$534K -1,596 -64%
N
615
Numerai
California
$217K +$296K +885 New
FMI
616
Frec Markets Inc
California
$215K +$294K +879 New
ERSOT
617
Employees Retirement System of Texas
Texas
$213K
AWP
618
Ascent Wealth Partners
New York
$211K +$42.8K +128 +17%
HCC
619
Hirtle Callaghan & Co
Pennsylvania
$205K
PE
620
PCM Encore
Colorado
$204K +$334 +1 +0.1%
MOS
621
MGO One Seven
Ohio
$203K +$66.6K +199 +32%
FFN
622
Focus Financial Network
Minnesota
$202K +$277K +827 New
DWM
623
Diversify Wealth Management
Utah
$202K +$262K +783 New
CIA
624
Caerus Investment Advisors
Texas
$200K +$44.5K +133 +19%
GI
625
GLOBALT Investments
Georgia
$200K -$20.1K -60 -7%