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914 hedge funds and large institutions have $30.5B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 83

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

34% more capital invested

Capital invested by funds: $22.7B → $30.5B (+$7.74B)

18% more funds holding

Funds holding: 777914 (+137)

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

5% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.92B

1.96% less ownership

Funds ownership: 91.19%89.23% (-2%)

Holders
914
Holders Change
+137
Holders Change %
+17.63%
% of All Funds
11.12%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
238
Increased
311
Reduced
271
Closed
83
Calls
$2.76B
Puts
$2.92B
Net Calls
-$160M
Net Calls Change
+$769M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
626
LifeWealth Investments
Florida
$357K +$309K +850 New
CGH
627
Crossmark Global Holdings
Texas
$354K +$65.1K +179 +27%
MG
628
Marex Group
$352K +$305K +839 New
ITFISA
629
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$351K +$86.2K +237 +40%
HCC
630
Hirtle Callaghan & Co
Pennsylvania
$351K +$304K +836 New
PE
631
PCM Encore
Colorado
$349K +$303K +833 New
TAM
632
Titleist Asset Management
Texas
$348K -$151K -414 -33%
CA
633
Clearstead Advisors
Ohio
$347K +$291K +799 +2,959%
BOSSRA
634
B.O.S.S. Retirement Advisors
Utah
$346K -$480K -1,319 -62%
SFC
635
SYM Financial Corp
Indiana
$346K +$18.2K +50 +6%
NYLIM
636
New York Life Investment Management
New York
$344K -$49.1K -135 -14%
AC
637
AWM Capital
Arizona
$342K
TFA
638
Transamerica Financial Advisors
Florida
$342K +$286K +786 +2,620%
II
639
Impact Investors
California
$342K -$22.2K -61 -7%
TPWA
640
Twin Peaks Wealth Advisors
California
$340K
VT
641
Vise Technologies
New York
$339K +$40.4K +111 +16%
RS
642
Rakuten Securities
Japan
$333K +$150K +411 +107%
AT
643
American Trust
Kentucky
$332K +$35.3K +97 +14%
SC
644
Savant Capital
Illinois
$329K -$17.1K -47 -6%
VWM
645
Venturi Wealth Management
Texas
$328K -$42.2K -116 -13%
OCBCO
646
Oversea-Chinese Banking Corp (OCBC)
Singapore
$327K -$46.2K -127 -14%
RCM
647
Raleigh Capital Management
North Carolina
$325K +$282K +775 New
CCS
648
Concentric Capital Strategies
Connecticut
$324K -$1.57M -4,320 -85%
CI
649
Cigna Investments
Connecticut
$321K +$1.09K +3 +0.4%
MLL
650
Moody Lynn & Lieberson
Massachusetts
$320K +$277K +762 New