We are live on ! Find out more

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
JFGIW
751
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.55K +$1.28K +5 New
CVM
752
Cheviot Value Management
California
$1.35K
GSWM
753
Golden State Wealth Management
California
$1.24K
RWM
754
Rialto Wealth Management
New York
$1.24K +$257 +1 +33%
CJ
755
Caitlin John
Michigan
$1.24K +$1.03K +4 New
TFM
756
TFC Financial Management
Massachusetts
$932
SWM
757
Spire Wealth Management
Virginia
$931 -$514 -2 -40%
BFS
758
Bare Financial Services
Pennsylvania
$931
BHWM
759
Bay Harbor Wealth Management
Maryland
$931 +$257 +1 +50%
PS
760
PayPay Securities
Japan
$665
DF
761
DecisionPoint Financial
Arizona
$644
AF
762
Advisornet Financial
Minnesota
$621
CWM
763
Copia Wealth Management
Oregon
$621
SIC
764
SJS Investment Consulting
Ohio
$621 +$257 +1 +100%
BIM
765
Breakwater Investment Management
Washington
$621 +$514 +2 New
FC
766
Financial Consulate
Maryland
$621 +$514 +2 New
HIA
767
HFM Investment Advisors
New Jersey
$621 +$514 +2 New
WWA
768
Wealth Watch Advisors
Colorado
$621 +$514 +2 New
KG
769
Kilter Group
New York
$311
QWM
770
Quaker Wealth Management
New Jersey
$311 +$257 +1 New
SA
771
Seneschal Advisors
Washington
$311 +$257 +1 New
IAS
772
IMA Advisory Services
Colorado
$310
AFWM
773
Abich Financial Wealth Management
Virginia
$310 +$257 +1 New
DCM
774
Davis Capital Management
Florida
$310 +$257 +1 New
HI
775
Horizon Investments
North Carolina
$310 +$257 +1 New