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811 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, 337 increasing their positions, 244 reducing their positions, and 205 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: 205

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
811
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
IAIM
701
International Assets Investment Management
Florida
$12.4K
BCM
702
Boreal Capital Management
Florida
$12.2K
FRA
703
Front Row Advisors
California
$12.2K
OCM
704
Osbon Capital Management
Massachusetts
$12.2K
CAL
705
Capital Advisors Ltd
Ohio
$12K
MWA
706
Medallion Wealth Advisors
Connecticut
$11.7K
C
707
Covestor
United Kingdom
$11K
PWAM
708
Private Wealth Asset Management
Iowa
$10.3K
APW
709
Aventura Private Wealth
Florida
$10K
FFO
710
Fortitude Family Office
Arizona
$9.79K
SEP
711
Signature Equity Partners
Ohio
$9.79K
FPF
712
First Pacific Financial
Washington
$9.79K
BGAI
713
Bruce G. Allen Investments
Colorado
$9.55K
BBHC
714
Brown Brothers Harriman & Co
New York
$8.81K
JWM
715
JPL Wealth Management
Colorado
$8.81K
HFS
716
Horizon Financial Services
North Carolina
$8.57K
LI
717
LRI Investments
Florida
$8.14K
SL
718
Salomon & Ludwin
Virginia
$8.1K
PWA
719
Physician Wealth Advisors
Utah
$8.08K
BLC
720
Brown, Lisle/Cummings
Rhode Island
$8.08K
WA
721
Whipplewood Advisors
Colorado
$7.83K
TCM
722
Tradewinds Capital Management
Washington
$7.59K
AP
723
Aspect Partners
Virginia
$7.59K
AWM
724
Activest Wealth Management
Florida
$7.59K
MAFA
725
MJT & Associates Financial Advisory
Minnesota
$7.59K