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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
AP
651
Americana Partners
Texas
$315K
IAA
652
Independent Advisor Alliance
North Carolina
$313K -$8.37K -23 -3%
AWP
653
Ascent Wealth Partners
New York
$308K +$267K +735 New
WWC
654
Waypoint Wealth Counsel
Georgia
$308K +$5.09K +14 +2%
EWA
655
EP Wealth Advisors
California
$307K +$266K +732 New
CIP
656
Convergence Investment Partners
Florida
$307K +$266K +731 New
EFG
657
Everhart Financial Group
Ohio
$306K +$266K +730 New
CMF
658
Counterpoint Mutual Funds
California
$306K +$265K +729 New
BW
659
BXM Wealth
Colorado
$304K -$45.5K -125 -15%
RFM
660
Royal Fund Management
Florida
$303K +$262K +721 New
SPM
661
Symmetry Peak Management
Pennsylvania
$302K +$262K +720 New
TCM
662
TABR Capital Management
California
$302K +$262K +720 New
AFP
663
Ausdal Financial Partners
Iowa
$299K +$259K +713 New
AP
664
Appleton Partners
Massachusetts
$299K
1WA
665
180 Wealth Advisors
Washington
$299K -$1.46K -4 -0.6%
BC
666
Bayforest Capital
United Kingdom
$298K -$195K -537 -43%
NP
667
Ninepoint Partners
Ontario, Canada
$297K +$258K +708 New
LIP
668
Lighthouse Investment Partners
Florida
$294K +$255K +701 New
NW
669
NewEdge Wealth
Pennsylvania
$292K +$253K +695 New
AC
670
AlphaCore Capital
California
$289K +$251K +689 New
CIA
671
Caerus Investment Advisors
Texas
$288K +$250K +686 New
PPW
672
Parcion Private Wealth
Washington
$288K +$250K +686 New
Brown Advisory
673
Brown Advisory
Maryland
$284K -$243K -668 -50%
VFA
674
Values First Advisors
Tennessee
$283K +$246K +675 New
IIA
675
IPG Investment Advisors
California
$281K +$244K +670 New