770 hedge funds and large institutions have $22.6B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 247 increasing their positions, 247 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0% more repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 247

26% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $3.56B

Holders
770
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.63B
Puts
$3.56B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
726
GPS Wealth Strategies Group
Colorado
$3.1K
JWA
727
JFS Wealth Advisors
Pennsylvania
$3.1K
AEPWM
728
Atlantic Edge Private Wealth Management
Florida
$3.1K
BWL
729
Bogart Wealth LLC
Virginia
$2.79K
S
730
Sachetta
Massachusetts
$2.48K
UB
731
UMB Bank
Missouri
$2.48K
SS
732
Sunbelt Securities
Texas
$2.48K
WA
733
Westfuller Advisors
New York
$2.4K
HFS
734
Hughes Financial Services
Virginia
$2.24K
PPC
735
Park Place Capital
Alabama
$2.17K
CAL
736
Capital Analysts LLC
Pennsylvania
$2K
CCM
737
Cloud Capital Management
Washington
$2K
DPW
738
DiNuzzo Private Wealth
Pennsylvania
$1.89K
CPG
739
Cornerstone Planning Group
New Jersey
$1.74K
PWA
740
Principia Wealth Advisory
Texas
$1.55K
WWM
741
Wolff Wiese Magana
California
$1.55K
TIM
742
Tortoise Investment Management
New York
$1.55K
JFGIW
743
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55K
IWM
744
IMG Wealth Management
Florida
$1.55K
CVM
745
Cheviot Value Management
California
$1.35K
GSWM
746
Golden State Wealth Management
California
$1.24K
RWM
747
Rialto Wealth Management
New York
$1.24K
CJ
748
Caitlin John
Michigan
$1.24K
TFM
749
TFC Financial Management
Massachusetts
$932
SWM
750
Spire Wealth Management
Virginia
$931