We are live on ! Find out more

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
FHC
751
First Horizon Corporation
Tennessee
$94.4K -$5.82K -16 -7%
WA
752
WPG Advisers
Maryland
$93.6K +$20.7K +57 +34%
MCM
753
MAI Capital Management
Ohio
$89.3K +$31.3K +86 +68%
NS
754
NBC Securities
Alabama
$88.1K +$76.4K +210 New
WTC
755
WhitTier Trust Company
Nevada
$87.2K -$9.82K -27 -12%
TFIPS
756
Towarzystwo Funduszy Inwestycyjnych PZU SA
$86K +$52.8K +145 +242%
CAM
757
Close Asset Management
United Kingdom
$84K
MCA
758
McGuire Capital Advisors
Oklahoma
$83.9K +$72.8K +200 New
SIC
759
SJS Investment Consulting
Ohio
$83.5K +$71.7K +197 +9,850%
PWPS
760
Pinnacle Wealth Planning Services
Ohio
$78.5K +$68K +187 New
SOAM
761
SBI Okasan Asset Management
Japan
$76.2K +$65.5K +180 New
CFB
762
Cullen/Frost Bankers
Texas
$70.9K +$53.1K +146 +635%
RF
763
Rossby Financial
Florida
$69.2K +$2.18K +6 +4%
VIS
764
Vega Investment Solutions
France
$68.8K +$59.7K +164 New
RAM
765
Reflection Asset Management
South Carolina
$65.9K +$57.1K +157 New
PFBT
766
Parkside Financial Bank & Trust
Missouri
$64.2K +$4.37K +12 +9%
QL
767
Quarry LP
New York
$63.8K -$90.2K -248 -62%
RA
768
RiverPark Advisors
New York
$61.7K -$364 -1 -0.7%
PPC
769
Park Place Capital
Alabama
$57.5K +$47.3K +130 +1,857%
SG
770
Sankala Group
Colorado
$56.8K +$62.9K +173 New
SA
771
Strategic Advocates
Utah
$56K -$1.46K -4 -3%
SWP
772
Strategic Wealth Partners
Ohio
$54.1K
SBFM
773
S-Bank Fund Management
Finland
$53.7K -$12.7K -35 -21%
MPWT
774
MassMutual Private Wealth & Trust
Connecticut
$52.5K +$1.09K +3 +2%
AWM
775
Abound Wealth Management
Tennessee
$52.3K +$364 +1 +0.8%