890 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

1.59% less ownership

Funds ownership: 90.53%88.94% (-1.6%)

Holders
890
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
TPWA
626
Twin Peaks Wealth Advisors
California
$340K
VT
627
Vise Technologies
New York
$339K
RS
628
Rakuten Securities
Japan
$333K
AT
629
American Trust
Kentucky
$332K
SC
630
Savant Capital
Illinois
$329K
VWM
631
Venturi Wealth Management
Texas
$328K
OCBCO
632
Oversea-Chinese Banking Corp (OCBC)
Singapore
$327K
RCM
633
Raleigh Capital Management
North Carolina
$325K
CCS
634
Concentric Capital Strategies
Connecticut
$324K
CI
635
Cigna Investments
Connecticut
$321K
MLL
636
Moody Lynn & Lieberson
Massachusetts
$320K
AP
637
Americana Partners
Texas
$315K
IAA
638
Independent Advisor Alliance
North Carolina
$313K
AWP
639
Ascent Wealth Partners
New York
$308K
WWC
640
Waypoint Wealth Counsel
Georgia
$308K
EWA
641
EP Wealth Advisors
California
$307K
CIP
642
Convergence Investment Partners
Florida
$307K
EFG
643
Everhart Financial Group
Ohio
$306K
CMF
644
Counterpoint Mutual Funds
California
$306K
BW
645
BXM Wealth
Colorado
$304K
RFM
646
Royal Fund Management
Florida
$303K
SPM
647
Symmetry Peak Management
Pennsylvania
$302K
TCM
648
TABR Capital Management
California
$302K
AFP
649
Ausdal Financial Partners
Iowa
$299K
AP
650
Appleton Partners
Massachusetts
$299K