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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

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
CAM
651
Close Asset Management
United Kingdom
$49K
MCA
652
McGuire Capital Advisors
Oklahoma
$49K
SIC
653
SJS Investment Consulting
Ohio
$47.5K
WA
654
WPG Advisers
Maryland
$47.2K
RF
655
Rossby Financial
Florida
$46.1K
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$45K
RS
657
Rakuten Securities
Japan
$44.1K
WETS
658
Wealth Enhancement Trust Services
South Dakota
$44.1K
SG
659
Sankala Group
Colorado
$40.6K
VIS
660
Vega Investment Solutions
France
$40.1K
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$37.9K
PFBT
662
Parkside Financial Bank & Trust
Missouri
$34.3K
CCWM
663
Cassaday & Co Wealth Management
Virginia
$34.3K
NF
664
Napier Financial
Massachusetts
$34.3K
SWP
665
Strategic Wealth Partners
Ohio
$31.6K
PPC
666
Park Place Capital
Alabama
$31.3K
WIM
667
Westside Investment Management
California
$30.9K
AWM
668
Abound Wealth Management
Tennessee
$30.5K
SBFM
669
S-Bank Fund Management
Finland
$30.1K
IWS
670
Intentional Wealth Strategies
Colorado
$30.1K
MMCM
671
Murphy & Mullick Capital Management
New York
$28.9K
EC
672
Elequin Capital
New York
$28.6K
SA
673
Strategic Advocates
Utah
$28.1K
SC
674
SouthState Corp
Florida
$26.7K
BCWM
675
Bartlett & Co Wealth Management
Ohio
$26.5K