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777 hedge funds and large institutions have $22.7B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 96

57% more capital invested

Capital invested by funds: $14.5B → $22.7B (+$8.21B)

12% more funds holding

Funds holding: 692777 (+85)

6.61% more ownership

Funds ownership: 84.58%91.19% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

26% less call options, than puts

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

Holders
777
Holders Change
+85
Holders Change %
+12.28%
% of All Funds
10.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
190
Increased
248
Reduced
250
Closed
96
Calls
$2.63B
Puts
$3.56B
Net Calls
-$929M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
676
Root Financial Partners
California
$17.1K +$14.1K +55 New
BCM
677
Boreal Capital Management
Florida
$15.5K
FRA
678
Front Row Advisors
California
$15.5K
SC
679
Swan Capital
Florida
$15.5K
VWA
680
VSM Wealth Advisory
Maryland
$15.5K +$12.9K +50 New
MWA
681
Medallion Wealth Advisors
Connecticut
$14.9K +$12.3K +48 New
LB
682
Legacy Bridge
Iowa
$14.6K
CAL
683
Capital Advisors Ltd
Ohio
$14K
APW
684
Aventura Private Wealth
Florida
$14K -$514 -2 -4%
AWM
685
Activest Wealth Management
Florida
$13.7K +$8.74K +34 +340%
PWAM
686
Private Wealth Asset Management
Iowa
$13K
MCM
687
MV Capital Management
Maryland
$13K +$5.14K +20 +91%
WTA
688
Washington Trust Advisors
Massachusetts
$11.2K +$9.25K +36 New
HFS
689
Hantz Financial Services
Michigan
$11K -$14.7K -57 -62%
SL
690
Salomon & Ludwin
Virginia
$10.3K +$8.23K +32 New
TCM
691
Tradewinds Capital Management
Washington
$9.62K
PWA
692
Physician Wealth Advisors
Utah
$9.62K +$6.43K +25 +417%
EB
693
Eastern Bank
Massachusetts
$9.31K
MSG
694
Main Street Group
Virginia
$9.31K
AUB
695
Atlantic Union Bankshares
Virginia
$9.31K +$7.71K +30 New
CFD
696
Creative Financial Designs
Indiana
$9.31K +$7.71K +30 New
M
697
MOTCO
Texas
$9.31K +$7.71K +30 New
TFA
698
Transamerica Financial Advisors
Florida
$9.31K +$7.71K +30 New
JWM
699
JPL Wealth Management
Colorado
$9K +$7.46K +29 New
AW
700
Avion Wealth
Texas
$9K +$514 +2 +7%