We are live on ! Find out more

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
HWM
701
Hemington Wealth Management
Virginia
$9K +$4.37K +17 +131%
CAM
702
Creekmur Asset Management
Illinois
$8.69K
CA
703
Clearstead Advisors
Ohio
$8.38K -$514 -2 -7%
WANY
704
Wealthspire Advisors (New York)
New York
$8.38K +$6.94K +27 New
Kayne Anderson Rudnick Investment Management
705
Kayne Anderson Rudnick Investment Management
California
$8.07K -$771 -3 -10%
BIA
706
Bell Investment Advisors
California
$7.76K -$514 -2 -7%
AP
707
Aspect Partners
Virginia
$7.76K +$6.43K +25 New
GLF
708
Groupe la Francaise
France
$7.29K +$6.94K +27 New
CFB
709
Cullen/Frost Bankers
Texas
$7.14K -$33.9K -132 -85%
LI
710
LRI Investments
Florida
$6.99K +$5.91K +23 New
SIS
711
Strategic Investment Solutions
Illinois
$6.83K +$5.66K +22 New
MMCM
712
Murphy & Mullick Capital Management
New York
$6.58K
MAM
713
Marquette Asset Management
Minnesota
$6.52K +$5.4K +21 New
BI
714
Binnacle Investments
Iowa
$5.9K
CIAS
715
CBIZ Investment Advisory Services
Ohio
$5.9K
DWM
716
Darwin Wealth Management
Florida
$5.9K
RA
717
Rise Advisors
New York
$5.9K
SIS
718
Sound Income Strategies
Florida
$5.3K -$1.03K -4 -20%
Bessemer Group
719
Bessemer Group
New Jersey
$5K +$4.11K +16 New
TCM
720
TD Capital Management
Tennessee
$4.97K
MWM
721
Mascoma Wealth Management
New Hampshire
$4.66K
TVWM
722
Tower View Wealth Management
Wisconsin
$4.66K
CTB
723
Country Trust Bank
Illinois
$4.34K +$257 +1 +8%
NMG
724
New Millennium Group
Utah
$4.04K +$3.34K +13 New
TCOV
725
Trust Company of Vermont
Vermont
$3.73K