We are live on ! Find out more

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

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: 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
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
BFIM
601
Beese Fulmer Investment Management
Ohio
$232K
TWM
602
Tanager Wealth Management
United Kingdom
$231K
HAG
603
HighPoint Advisor Group
Illinois
$231K
NYLIM
604
New York Life Investment Management
New York
$230K
CFG
605
Citizens Financial Group
Rhode Island
$230K
LWAM
606
Legacy Wealth Asset Management
Minnesota
$227K
Kovitz Investment Group Partners
607
Kovitz Investment Group Partners
Illinois
$227K
CIA
608
Concurrent Investment Advisors
Florida
$223K
OAM
609
Ostrum Asset Management
France
$222K
AFGAS
610
Allegiance Financial Group Advisory Services
Virginia
$222K
ProShare Advisors
611
ProShare Advisors
Maryland
$221K
MWM
612
Moran Wealth Management
Florida
$219K
CGH
613
Crossmark Global Holdings
Texas
$217K
BAM
614
Belpointe Asset Management
Nevada
$217K
N
615
Numerai
California
$217K
FMI
616
Frec Markets Inc
California
$215K
ERSOT
617
Employees Retirement System of Texas
Texas
$213K
AWP
618
Ascent Wealth Partners
New York
$211K
HCC
619
Hirtle Callaghan & Co
Pennsylvania
$205K
PE
620
PCM Encore
Colorado
$204K
MOS
621
MGO One Seven
Ohio
$203K
FFN
622
Focus Financial Network
Minnesota
$202K
DWM
623
Diversify Wealth Management
Utah
$202K
CIA
624
Caerus Investment Advisors
Texas
$200K
GI
625
GLOBALT Investments
Georgia
$200K