890 hedge funds and large institutions have $30.2B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 305 increasing their positions, 266 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:

15% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 266

5% less call options, than puts

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

1.59% less ownership

Funds ownership: 90.53%88.94% (-1.6%)

Holders
890
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
PFS
701
Prospera Financial Services
Texas
$226K
EAM
702
Evanson Asset Management
California
$225K
ICP
703
Impact Capital Partners
Colorado
$225K
TCG
704
Transcendent Capital Group
Oklahoma
$224K
CAM
705
Concorde Asset Management
Michigan
$222K
AWA
706
Arete Wealth Advisors
Illinois
$220K
KWA
707
Kingswood Wealth Advisors
California
$220K
NCM
708
Northside Capital Management
Oregon
$214K
TCM
709
Teza Capital Management
Illinois
$214K
BCM
710
Brookstone Capital Management
Illinois
$211K
QCG
711
Quadrant Capital Group
Ohio
$211K
PAA
712
Peregrine Asset Advisers
Oregon
$210K
ATFA
713
All Terrain Financial Advisors
Minnesota
$210K
VSQM
714
V-Square Quantitative Management
Illinois
$208K
HBS
715
Howard Bailey Securities
Indiana
$208K
HCM
716
Howard Capital Management
Georgia
$206K
BCM
717
Bayesian Capital Management
New York
$206K
KWM
718
Kingsview Wealth Management
Oregon
$204K
OAM
719
Ostrum Asset Management
France
$202K
DJYG
720
David J. Yvars Group
Florida
$201K
HWA
721
HCR Wealth Advisors
California
$200K
TWD
722
True Wealth Design
Ohio
$176K
AAP
723
Arax Advisory Partners
Colorado
$158K
LWCFA
724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$157K
KAS
725
Kemnay Advisory Services
New York
$152K