902 hedge funds and large institutions have $30.4B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 308 increasing their positions, 269 reducing their positions, and 83 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 in top 10

Funds holding in top 10:

more funds holding

Funds holding:

14% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 269

5% less call options, than puts

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

2.03% less ownership

Funds ownership: 91.16%89.13% (-2%)

Holders
902
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.76B
Puts
$2.92B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
726
Ostrum Asset Management
France
$202K
DJYG
727
David J. Yvars Group
Florida
$201K
HWA
728
HCR Wealth Advisors
California
$200K
TWD
729
True Wealth Design
Ohio
$176K
NSG
730
Nalls Sherbakoff Group
Tennessee
$168K
AAP
731
Arax Advisory Partners
Colorado
$158K
LWCFA
732
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$157K
KAS
733
Kemnay Advisory Services
New York
$152K
LWANC
734
Laurel Wealth Advisors (North Carolina)
North Carolina
$127K
HI
735
Harbour Investments
Wisconsin
$127K
MIC
736
Maxi Investments CY
Cyprus
$118K
HCM
737
Hollencrest Capital Management
California
$115K
GI
738
GAMMA Investing
California
$105K
LFG
739
Larson Financial Group
Missouri
$99.9K
CFO
740
CVA Family Office
Colorado
$98.6K
GWM
741
Geneos Wealth Management
Colorado
$98.2K
FHC
742
First Horizon Corporation
Tennessee
$94.4K
WA
743
WPG Advisers
Maryland
$93.6K
MCM
744
MAI Capital Management
Ohio
$89.3K
NS
745
NBC Securities
Alabama
$88.1K
WTC
746
WhitTier Trust Company
Nevada
$87.2K
TFIPS
747
Towarzystwo Funduszy Inwestycyjnych PZU SA
$86K
CAM
748
Close Asset Management
United Kingdom
$84K
MCA
749
McGuire Capital Advisors
Oklahoma
$83.9K
SIC
750
SJS Investment Consulting
Ohio
$83.5K