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MongoDB

755 hedge funds and large institutions have $22.5B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 188 funds opening new positions, 241 increasing their positions, 240 reducing their positions, and 95 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 repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 240

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

26% less call options, than puts

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

Holders
755
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
MWM
701
Mascoma Wealth Management
New Hampshire
$4.66K
TVWM
702
Tower View Wealth Management
Wisconsin
$4.66K
CTB
703
Country Trust Bank
Illinois
$4.34K
NMG
704
New Millennium Group
Utah
$4.04K
TCOV
705
Trust Company of Vermont
Vermont
$3.73K
SIC
706
Salem Investment Counselors
North Carolina
$3.42K
MG
707
Mather Group
Illinois
$3.41K
GA
708
Guerra Advisors
Florida
$3.41K
GWSG
709
GPS Wealth Strategies Group
Colorado
$3.1K
BCH
710
Berkshire Capital Holdings
California
$3.1K
CH
711
Cromwell Holdings
Wyoming
$3.1K
LWMI
712
Legacy Wealth Management (Idaho)
Idaho
$3.1K
JWA
713
JFS Wealth Advisors
Pennsylvania
$3.1K
AEPWM
714
Atlantic Edge Private Wealth Management
Florida
$3.1K
BWL
715
Bogart Wealth LLC
Virginia
$2.79K
S
716
Sachetta
Massachusetts
$2.48K
UB
717
UMB Bank
Missouri
$2.48K
SS
718
Sunbelt Securities
Texas
$2.48K
WA
719
Westfuller Advisors
New York
$2.4K
HFS
720
Hughes Financial Services
Virginia
$2.24K
PPC
721
Park Place Capital
Alabama
$2.17K
CAL
722
Capital Analysts LLC
Pennsylvania
$2K
CCM
723
Cloud Capital Management
Washington
$2K
DPW
724
DiNuzzo Private Wealth
Pennsylvania
$1.89K
CPG
725
Cornerstone Planning Group
New Jersey
$1.74K