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811 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, 337 increasing their positions, 244 reducing their positions, and 205 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: 205

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
811
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
CA
751
CoreCap Advisors
Michigan
$3.18K
CTB
752
Country Trust Bank
Illinois
$3.18K
CH
753
Cromwell Holdings
Wyoming
$3.18K
FCAS
754
First Command Advisory Services
Texas
$2.69K
SIC
755
Salem Investment Counselors
North Carolina
$2.69K
MG
756
Mather Group
Illinois
$2.69K
BCH
757
Berkshire Capital Holdings
California
$2.45K
LWMI
758
Legacy Wealth Management (Idaho)
Idaho
$2.45K
S
759
Sachetta
Massachusetts
$2.45K
EWM
760
Evolution Wealth Management
Florida
$2.45K
CT
761
Colonial Trust
South Carolina
$2.15K
GIA
762
GHP Investment Advisors
Colorado
$1.96K
BWL
763
Bogart Wealth LLC
Virginia
$1.71K
HFS
764
Hughes Financial Services
Virginia
$1.71K
RWM
765
RMG Wealth Management
Wisconsin
$1.47K
RCM
766
Raleigh Capital Management
North Carolina
$1.47K
UB
767
UMB Bank
Missouri
$1.47K
DPW
768
DiNuzzo Private Wealth
Pennsylvania
$1.47K
EWP
769
Elevation Wealth Partners
California
$1.47K
Kayne Anderson Rudnick Investment Management
770
Kayne Anderson Rudnick Investment Management
California
$1.33K
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22K
WWM
772
Wolff Wiese Magana
California
$1.22K
NB
773
NBT Bank
New York
$1.22K
TSMHT
774
Thurston Springer Miller Herd & Titak
Indiana
$1.22K
HFM
775
Harvest Fund Management
China
$1K