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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
MCM
726
MV Capital Management
Maryland
$7.34K
CFD
727
Creative Financial Designs
Indiana
$7.34K
EB
728
Eastern Bank
Massachusetts
$7.34K
MSG
729
Main Street Group
Virginia
$7.34K
AW
730
Avion Wealth
Texas
$7K
KFAS
731
Keating Financial Advisory Services
Kansas
$6.85K
DWM
732
Darwin Wealth Management
Florida
$6.85K
PTC
733
Private Trust Company
Ohio
$6.61K
AT
734
Arlington Trust
Alabama
$6.36K
SOW
735
State of Wyoming
Wyoming
$5.87K
BIA
736
Bell Investment Advisors
California
$5.63K
SWM
737
SHP Wealth Management
Massachusetts
$5.51K
SIS
738
Strategic Investment Solutions
Illinois
$5.38K
NWMP
739
Noble Wealth Management PBC
Colorado
$5.38K
AA
740
Ancora Advisors
Ohio
$5.14K
SIS
741
Sound Income Strategies
Florida
$4.99K
CW
742
Curio Wealth
Maryland
$4.65K
CFM
743
Cornerstone Financial Management
Massachusetts
$4.65K
LAS
744
Lloyd Advisory Services
Georgia
$4.41K
JWA
745
JFS Wealth Advisors
Pennsylvania
$4.41K
KFG
746
Kingdom Financial Group
Arizona
$4.41K
PWMG
747
Private Wealth Management Group
New Jersey
$4.16K
HWM
748
HighMark Wealth Management
Minnesota
$3.92K
MWM
749
Mascoma Wealth Management
New Hampshire
$3.67K
OCWP
750
Owl Creek Wealth Partners
Colorado
$3.67K