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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
RS
701
R Squared
Hong Kong
$235K +$204K +560 New
SAM
702
Smartleaf Asset Management
Massachusetts
$234K +$36K +99 +22%
LS
703
Livforsakringsbolaget Skandia
Sweden
$234K
OL
704
Optas LLC
Texas
$233K +$202K +555 New
AGA
705
Arkos Global Advisors
Texas
$232K -$184K -506 -48%
EW
706
Evoke Wealth
California
$230K +$199K +548 New
DCP
707
DSM Capital Partners
Florida
$230K +$199K +547 New
JTF
708
J. Team Financial
Texas
$229K +$198K +545 New
CMBA
709
C.M. Bidwell & Associates
Hawaii
$228K +$23.6K +65 +14%
JRPIM
710
Journey Retirement Planning & Investment Management
Idaho
$228K +$198K +543 New
HH
711
Hilltop Holdings
Texas
$227K +$197K +542 New
Fifth Third Bancorp
712
Fifth Third Bancorp
Ohio
$227K -$1.09K -3 -0.6%
QC
713
Quent Capital
New York
$227K +$1.09K +3 +0.6%
QLSGSCF
714
Quent Long Short Global Small Cap Fund
New York
$227K +$196K +540 New
MSWM
715
McGlone Suttner Wealth Management
Wisconsin
$226K +$196K +538 New
PFS
716
Prospera Financial Services
Texas
$226K -$173K -476 -47%
EAM
717
Evanson Asset Management
California
$225K -$54.6K -150 -22%
ICP
718
Impact Capital Partners
Colorado
$225K +$195K +536 New
TCG
719
Transcendent Capital Group
Oklahoma
$224K +$194K +533 New
CAM
720
Concorde Asset Management
Michigan
$222K +$192K +529 New
AWA
721
Arete Wealth Advisors
Illinois
$220K +$191K +525 New
KWA
722
Kingswood Wealth Advisors
California
$220K +$191K +524 New
NCM
723
Northside Capital Management
Oregon
$214K +$186K +510 New
TCM
724
Teza Capital Management
Illinois
$214K +$186K +510 New
BCM
725
Brookstone Capital Management
Illinois
$211K +$183K +503 New