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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
LTM
676
Lotus Technology Management
Florida
$281K +$244K +670 New
MMA
677
Miracle Mile Advisors
California
$277K +$240K +659 New
MC
678
Machina Capital
France
$275K -$944K -2,595 -80%
BAAM
679
Baker Avenue Asset Management
California
$273K -$5.46K -15 -2%
ATPW
680
Ashton Thomas Private Wealth
Arizona
$271K +$235K +645 New
BIM
681
Bridges Investment Management
Nebraska
$270K +$234K +643 New
DIM
682
DLK Investment Management
California
$264K +$229K +630 New
MOS
683
MGO One Seven
Ohio
$264K +$229K +630 New
BP
684
Ballentine Partners
Massachusetts
$264K +$229K +629 New
PWG
685
Portside Wealth Group
Utah
$263K +$228K +626 New
MFS
686
Mirabella Financial Services
United Kingdom
$259K +$224K +617 New
VCP
687
Verus Capital Partners
Arizona
$253K +$219K +603 New
ITG
688
Index Technologies Group
New York
$253K +$219K +602 New
HG
689
Herbst Group
Connecticut
$252K +$218K +600 New
TCM
690
Tufton Capital Management
Maryland
$251K +$218K +600 New
PFG
691
PAX Financial Group
Texas
$250K +$216K +595 New
GM
692
GeoWealth Management
Illinois
$245K +$212K +583 New
WA
693
Wealth Alliance
New York
$245K +$212K +583 New
MWA
694
MN Wealth Advisors
Kansas
$244K -$317K -872 -60%
EWM
695
Empirical Wealth Management
Washington
$243K +$211K +580 New
EGA
696
E&G Advisors
Texas
$243K +$211K +580 New
SWP
697
Stratos Wealth Partners
Ohio
$240K -$48.8K -134 -19%
HIP
698
HUB Investment Partners
Texas
$238K +$206K +566 New
VCM
699
Virtue Capital Management
Tennessee
$235K +$214K +589 New
BA
700
Bridgewater Associates
Connecticut
$235K +$204K +560 New