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914 hedge funds and large institutions have $30.5B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 83

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

34% more capital invested

Capital invested by funds: $22.7B → $30.5B (+$7.74B)

18% more funds holding

Funds holding: 777914 (+137)

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

5% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.92B

1.96% less ownership

Funds ownership: 91.19%89.23% (-2%)

Holders
914
Holders Change
+137
Holders Change %
+17.63%
% of All Funds
11.12%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
238
Increased
311
Reduced
271
Closed
83
Calls
$2.76B
Puts
$2.92B
Net Calls
-$160M
Net Calls Change
+$769M
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
726
Quadrant Capital Group
Ohio
$211K +$728 +2 +0.4%
ATFA
727
All Terrain Financial Advisors
Minnesota
$210K +$182K +500 New
PAA
728
Peregrine Asset Advisers
Oregon
$210K +$182K +500 New
VSQM
729
V-Square Quantitative Management
Illinois
$208K +$180K +496 New
HBS
730
Howard Bailey Securities
Indiana
$208K +$180K +495 New
BCM
731
Bayesian Capital Management
New York
$206K +$178K +490 New
HCM
732
Howard Capital Management
Georgia
$206K +$178K +490 New
KWM
733
Kingsview Wealth Management
Oregon
$204K +$177K +487 New
OAM
734
Ostrum Asset Management
France
$202K -$58.9K -162 -25%
DJYG
735
David J. Yvars Group
Florida
$201K +$174K +478 New
HWA
736
HCR Wealth Advisors
California
$200K +$174K +477 New
TWD
737
True Wealth Design
Ohio
$176K +$13.1K +36 +9%
NSG
738
Nalls Sherbakoff Group
Tennessee
$168K +$36.4K +100 +33%
AAP
739
Arax Advisory Partners
Colorado
$158K -$6.01M -16,514 -98%
LWCFA
740
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$157K
KAS
741
Kemnay Advisory Services
New York
$152K +$132K +363 New
LWANC
742
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K +$110K +303 New
HI
743
Harbour Investments
Wisconsin
$127K +$70.9K +195 +181%
MIC
744
Maxi Investments CY
Cyprus
$118K +$102K +280 New
HCM
745
Hollencrest Capital Management
California
$115K +$56.4K +155 +129%
GI
746
GAMMA Investing
California
$105K +$29.1K +80 +47%
BWA
747
Basecamp Wealth Advisors
Washington
$105K +$91.3K +251 New
LFG
748
Larson Financial Group
Missouri
$99.9K +$15.3K +42 +21%
CFO
749
CVA Family Office
Colorado
$98.6K +$364 +1 +0.4%
GWM
750
Geneos Wealth Management
Colorado
$98.2K