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
MG
751
Mather Group
Illinois
$2.69K
BCH
752
Berkshire Capital Holdings
California
$2.45K
LWMI
753
Legacy Wealth Management (Idaho)
Idaho
$2.45K
S
754
Sachetta
Massachusetts
$2.45K
EWM
755
Evolution Wealth Management
Florida
$2.45K
CT
756
Colonial Trust
South Carolina
$2.15K
GIA
757
GHP Investment Advisors
Colorado
$1.96K
BWL
758
Bogart Wealth LLC
Virginia
$1.71K
HFS
759
Hughes Financial Services
Virginia
$1.71K
RWM
760
RMG Wealth Management
Wisconsin
$1.47K
RCM
761
Raleigh Capital Management
North Carolina
$1.47K
UB
762
UMB Bank
Missouri
$1.47K
DPW
763
DiNuzzo Private Wealth
Pennsylvania
$1.47K
EWP
764
Elevation Wealth Partners
California
$1.47K
Kayne Anderson Rudnick Investment Management
765
Kayne Anderson Rudnick Investment Management
California
$1.33K
JFGIW
766
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22K
WWM
767
Wolff Wiese Magana
California
$1.22K
NB
768
NBT Bank
New York
$1.22K
TSMHT
769
Thurston Springer Miller Herd & Titak
Indiana
$1.22K
HFM
770
Harvest Fund Management
China
$1K
CAL
771
Capital Analysts LLC
Pennsylvania
$1K
RWM
772
Rialto Wealth Management
New York
$980
PWMG
773
Prestige Wealth Management Group
New Jersey
$980
ACA
774
American Capital Advisory
Idaho
$980
CJ
775
Caitlin John
Michigan
$979