657 hedge funds and large institutions have $26.1B invested in MongoDB in 2023 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 207 increasing their positions, 191 reducing their positions, and 45 closing their positions.

Holders
657
Holders Change
+135
Holders Change %
+25.86%
% of All Funds
10.36%
Holding in Top 10
28
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+154.55%
% of All Funds
0.44%
New
183
Increased
207
Reduced
191
Closed
45
Calls
$1.68B
Puts
$1.79B
Net Calls
-$112M
Net Calls Change
-$125M
Name Market Value Shares Shares
Change
Shares
Change %
AWM
626
Atticus Wealth Management
Florida
$4.52K 11
TFP
627
Tilia Fiduciary Partners
North Carolina
$4.11K 10
AW
628
Avion Wealth
Texas
$4K 12 +11 +1,100%
JWA
629
JFS Wealth Advisors
Pennsylvania
$3.7K 9
BCMLT
630
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.7K 9
PMFA
631
Plante Moran Financial Advisors
Michigan
$3.29K 8 +8 New
PO
632
Private Ocean
California
$2.88K 7
FCAG
633
First Capital Advisors Group
New Jersey
$2.88K 7 +7 New
SWA
634
Sutton Wealth Advisors
Florida
$2.47K 6
AFG
635
Albion Financial Group
Utah
$2.47K 6 +6 New
BAAM
636
Baker Avenue Asset Management
California
$2.06K 5
WWM
637
Wolff Wiese Magana
California
$2.06K 5
BBPWM
638
Blue Bell Private Wealth Management
Pennsylvania
$1.64K 4
IPW
639
Impact Partnership Wealth
Georgia
$1.64K 4 +4 New
GI
640
Gradient Investments
Minnesota
$1.64K 4 +4 New
SIS
641
Sound Income Strategies
Florida
$1.64K 4 +4 New
AWM
642
Avior Wealth Management
Nebraska
$1.64K 4 -1,466 -100%
FGAM
643
Financial Gravity Asset Management
Texas
$1.61K 411 +411 New
BWM
644
BerganKDV Wealth Management
Minnesota
$1.23K 3 -1 -25%
M
645
MOTCO
Texas
$1.23K 3 +3 New
BTI
646
Blue Trust Inc
Georgia
$1K 3 -2 -40%
TFA
647
Transamerica Financial Advisors
Florida
$1K 1
DI
648
Disciplined Investments
Oklahoma
$822 2
IFAM
649
Institutional & Family Asset Management
Colorado
$822 2
FSWA
650
Financial Synergies Wealth Advisors
Texas
$822 2 +2 New