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777 hedge funds and large institutions have $22.7B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 96

57% more capital invested

Capital invested by funds: $14.5B → $22.7B (+$8.21B)

12% more funds holding

Funds holding: 692777 (+85)

6.61% more ownership

Funds ownership: 84.58%91.19% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

26% less call options, than puts

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

Holders
777
Holders Change
+85
Holders Change %
+12.28%
% of All Funds
10.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
190
Increased
248
Reduced
250
Closed
96
Calls
$2.63B
Puts
$3.56B
Net Calls
-$929M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
726
Salem Investment Counselors
North Carolina
$3.42K
CIA
727
Cape Investment Advisory
Georgia
$3.41K -$2.83K -11 -50%
GA
728
Guerra Advisors
Florida
$3.41K +$2.83K +11 New
MG
729
Mather Group
Illinois
$3.41K +$2.83K +11 New
BCH
730
Berkshire Capital Holdings
California
$3.1K
CH
731
Cromwell Holdings
Wyoming
$3.1K
GWSG
732
GPS Wealth Strategies Group
Colorado
$3.1K
LWMI
733
Legacy Wealth Management (Idaho)
Idaho
$3.1K
JWA
734
JFS Wealth Advisors
Pennsylvania
$3.1K +$1.28K +5 +100%
AEPWM
735
Atlantic Edge Private Wealth Management
Florida
$3.1K +$2.57K +10 New
BWL
736
Bogart Wealth LLC
Virginia
$2.79K -$11.3K -44 -83%
S
737
Sachetta
Massachusetts
$2.48K
UB
738
UMB Bank
Missouri
$2.48K +$771 +3 +60%
SS
739
Sunbelt Securities
Texas
$2.48K +$2.06K +8 New
WA
740
Westfuller Advisors
New York
$2.4K +$2.06K +8 New
HFS
741
Hughes Financial Services
Virginia
$2.24K +$771 +3 +100%
PPC
742
Park Place Capital
Alabama
$2.17K -$2.06K -8 -53%
CAL
743
Capital Analysts LLC
Pennsylvania
$2K
CCM
744
Cloud Capital Management
Washington
$2K +$1.8K +7 New
DPW
745
DiNuzzo Private Wealth
Pennsylvania
$1.89K +$257 +1 +20%
CPG
746
Cornerstone Planning Group
New Jersey
$1.74K
PWA
747
Principia Wealth Advisory
Texas
$1.55K
WWM
748
Wolff Wiese Magana
California
$1.55K
TIM
749
Tortoise Investment Management
New York
$1.55K +$771 +3 +150%
IWM
750
IMG Wealth Management
Florida
$1.55K +$1.28K +5 New