902 hedge funds and large institutions have $30.4B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 308 increasing their positions, 269 reducing their positions, and 83 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

14% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 269

5% less call options, than puts

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

2.03% less ownership

Funds ownership: 91.16%89.13% (-2%)

Holders
902
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.76B
Puts
$2.92B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DIM
676
DLK Investment Management
California
$264K
BP
677
Ballentine Partners
Massachusetts
$264K
PWG
678
Portside Wealth Group
Utah
$263K
MFS
679
Mirabella Financial Services
United Kingdom
$259K
VCP
680
Verus Capital Partners
Arizona
$253K
ITG
681
Index Technologies Group
New York
$253K
HG
682
Herbst Group
Connecticut
$252K
TCM
683
Tufton Capital Management
Maryland
$251K
PFG
684
PAX Financial Group
Texas
$250K
GM
685
GeoWealth Management
Illinois
$245K
WA
686
Wealth Alliance
New York
$245K
MWA
687
MN Wealth Advisors
Kansas
$244K
EWM
688
Empirical Wealth Management
Washington
$243K
EGA
689
E&G Advisors
Texas
$243K
SWP
690
Stratos Wealth Partners
Ohio
$240K
HIP
691
HUB Investment Partners
Texas
$238K
VCM
692
Virtue Capital Management
Tennessee
$235K
BA
693
Bridgewater Associates
Connecticut
$235K
RS
694
R Squared
Hong Kong
$235K
SAM
695
Smartleaf Asset Management
Massachusetts
$234K
LS
696
Livforsakringsbolaget Skandia
Sweden
$234K
OL
697
Optas LLC
Texas
$233K
AGA
698
Arkos Global Advisors
Texas
$232K
EW
699
Evoke Wealth
California
$230K
DCP
700
DSM Capital Partners
Florida
$230K