805 hedge funds and large institutions have $17.5B invested in MongoDB in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 333 increasing their positions, 242 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

41% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 206

43% less capital invested

Capital invested by funds: $30.5B → $17.5B (-$13B)

73% less funds holding in top 10

Funds holding in top 10: 226 (-16)

Holders
805
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.55B
Puts
$1.17B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
701
Covestor
United Kingdom
$11K
PWAM
702
Private Wealth Asset Management
Iowa
$10.3K
APW
703
Aventura Private Wealth
Florida
$10K
FFO
704
Fortitude Family Office
Arizona
$9.79K
SEP
705
Signature Equity Partners
Ohio
$9.79K
FPF
706
First Pacific Financial
Washington
$9.79K
BGAI
707
Bruce G. Allen Investments
Colorado
$9.55K
BBHC
708
Brown Brothers Harriman & Co
New York
$8.81K
JWM
709
JPL Wealth Management
Colorado
$8.81K
HFS
710
Horizon Financial Services
North Carolina
$8.57K
LI
711
LRI Investments
Florida
$8.14K
SL
712
Salomon & Ludwin
Virginia
$8.1K
PWA
713
Physician Wealth Advisors
Utah
$8.08K
BLC
714
Brown, Lisle/Cummings
Rhode Island
$8.08K
WA
715
Whipplewood Advisors
Colorado
$7.83K
TCM
716
Tradewinds Capital Management
Washington
$7.59K
AP
717
Aspect Partners
Virginia
$7.59K
AWM
718
Activest Wealth Management
Florida
$7.59K
MAFA
719
MJT & Associates Financial Advisory
Minnesota
$7.59K
MCM
720
MV Capital Management
Maryland
$7.34K
CFD
721
Creative Financial Designs
Indiana
$7.34K
EB
722
Eastern Bank
Massachusetts
$7.34K
MSG
723
Main Street Group
Virginia
$7.34K
AW
724
Avion Wealth
Texas
$7K
KFAS
725
Keating Financial Advisory Services
Kansas
$6.85K