770 hedge funds and large institutions have $22.6B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 247 increasing their positions, 247 reducing their positions, and 96 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

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 247

26% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $3.56B

Holders
770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.63B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
676
Capital Advisors Ltd
Ohio
$14K
APW
677
Aventura Private Wealth
Florida
$14K
AWM
678
Activest Wealth Management
Florida
$13.7K
PWAM
679
Private Wealth Asset Management
Iowa
$13K
MCM
680
MV Capital Management
Maryland
$13K
WTA
681
Washington Trust Advisors
Massachusetts
$11.2K
HFS
682
Hantz Financial Services
Michigan
$11K
SL
683
Salomon & Ludwin
Virginia
$10.3K
TCM
684
Tradewinds Capital Management
Washington
$9.62K
PWA
685
Physician Wealth Advisors
Utah
$9.62K
EB
686
Eastern Bank
Massachusetts
$9.31K
MSG
687
Main Street Group
Virginia
$9.31K
AUB
688
Atlantic Union Bankshares
Virginia
$9.31K
M
689
MOTCO
Texas
$9.31K
CFD
690
Creative Financial Designs
Indiana
$9.31K
TFA
691
Transamerica Financial Advisors
Florida
$9.31K
JWM
692
JPL Wealth Management
Colorado
$9K
AW
693
Avion Wealth
Texas
$9K
HWM
694
Hemington Wealth Management
Virginia
$9K
CAM
695
Creekmur Asset Management
Illinois
$8.69K
CA
696
Clearstead Advisors
Ohio
$8.38K
WANY
697
Wealthspire Advisors (New York)
New York
$8.38K
Kayne Anderson Rudnick Investment Management
698
Kayne Anderson Rudnick Investment Management
California
$8.07K
BIA
699
Bell Investment Advisors
California
$7.76K
AP
700
Aspect Partners
Virginia
$7.76K