805 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, 333 increasing their positions, 242 reducing their positions, and 206 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: 206

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
805
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
WWM
726
Western Wealth Management
Colorado
$6.85K
DWM
727
Darwin Wealth Management
Florida
$6.85K
PTC
728
Private Trust Company
Ohio
$6.61K
AT
729
Arlington Trust
Alabama
$6.36K
SOW
730
State of Wyoming
Wyoming
$5.87K
BIA
731
Bell Investment Advisors
California
$5.63K
SWM
732
SHP Wealth Management
Massachusetts
$5.51K
SIS
733
Strategic Investment Solutions
Illinois
$5.38K
NWMP
734
Noble Wealth Management PBC
Colorado
$5.38K
AA
735
Ancora Advisors
Ohio
$5.14K
SIS
736
Sound Income Strategies
Florida
$4.99K
CW
737
Curio Wealth
Maryland
$4.65K
CFM
738
Cornerstone Financial Management
Massachusetts
$4.65K
LAS
739
Lloyd Advisory Services
Georgia
$4.41K
JWA
740
JFS Wealth Advisors
Pennsylvania
$4.41K
KFG
741
Kingdom Financial Group
Arizona
$4.41K
PWMG
742
Private Wealth Management Group
New Jersey
$4.16K
HWM
743
HighMark Wealth Management
Minnesota
$3.92K
MWM
744
Mascoma Wealth Management
New Hampshire
$3.67K
OCWP
745
Owl Creek Wealth Partners
Colorado
$3.67K
CA
746
CoreCap Advisors
Michigan
$3.18K
CTB
747
Country Trust Bank
Illinois
$3.18K
CH
748
Cromwell Holdings
Wyoming
$3.18K
FCAS
749
First Command Advisory Services
Texas
$2.69K
SIC
750
Salem Investment Counselors
North Carolina
$2.69K