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866 hedge funds and large institutions have $24.9B invested in MongoDB in 2026 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 325 increasing their positions, 275 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $3.08B | Put options by funds: $1.98B

55% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 107

42% more capital invested

Capital invested by funds: $17.5B → $24.9B (+$7.41B)

18% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 275

6% more funds holding

Funds holding: 815866 (+51)

3.57% more ownership

Funds ownership: 88.8%92.37% (+3.6%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
866
Holders Change
+51
Holders Change %
+6.26%
% of All Funds
10.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
166
Increased
325
Reduced
275
Closed
107
Calls
$3.08B
Puts
$1.98B
Net Calls
+$1.1B
Net Calls Change
+$733M
Name Holding Trade Value Shares
Change
Change in
Stake
T
751
Tidemark
California
$18.8K
LB
752
Legacy Bridge
Iowa
$18.5K
1CP
753
1015 Capital Partners
Pennsylvania
$18.1K +$300 +1 +2%
WFG
754
Wormser Freres Gestion
France
$17.1K +$15.3K +51 New
BCM
755
Boreal Capital Management
Florida
$16.8K
OCM
756
Osbon Capital Management
Massachusetts
$16.8K
FWA
757
Flagship Wealth Advisors
Massachusetts
$16.8K +$15K +50 New
MWA
758
Medallion Wealth Advisors
Connecticut
$16.1K
APW
759
Allied Private Wealth
Florida
$15.8K +$13.2K +44 New
PWA
760
Physician Wealth Advisors
Utah
$15.5K +$3.9K +13 +39%
CAL
761
Capital Advisors Ltd
Ohio
$15K -$900 -3 -6%
MAM
762
Marquette Asset Management
Minnesota
$14.4K +$12.9K +43 New
PWAM
763
Private Wealth Asset Management
Iowa
$14.1K
C
764
Covestor
United Kingdom
$14K -$1.5K -5 -11%
APW
765
Aventura Private Wealth
Florida
$13.8K
HFS
766
Horizon Financial Services
North Carolina
$13.8K +$1.8K +6 +17%
AAS
767
Ameritas Advisory Services
Nebraska
$13.7K +$12.3K +41 New
FPF
768
First Pacific Financial
Washington
$13.4K
AW
769
Avion Wealth
Texas
$13K +$3K +10 +34%
GBT
770
Grove Bank & Trust
Florida
$12.8K -$6K -20 -34%
QT
771
Quantbot Technologies
New York
$12.8K +$11.4K +38 New
APFP
772
Action Point Financial Planning
Michigan
$12.1K +$11.4K +38 New
MCM
773
MV Capital Management
Maryland
$12.1K +$1.8K +6 +20%
SL
774
Salomon & Ludwin
Virginia
$11.5K
AS
775
Altshuler Shaham
Israel
$11.4K -$6.6K -22 -39%

MDB Hedge Fund Activity: Q2 2026 in Review

866 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2026, worth a combined $24.9B — up 42% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new MDB positions and 107 closed out — a net gain of 59 holders — while 325 added to existing stakes and 275 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $440M. The largest seller was ValueAct Holdings, cutting an estimated $262M.

  • 866 institutional investors held MongoDB (MDB) as of Q2 2026, up from 815 in Q1 2026.
  • Funds reported $24.9B of MongoDB stock for Q2 2026, up 42% quarter-over-quarter.
  • 166 funds opened new MongoDB positions in Q2 2026 and 107 closed out, a net change of +59 holders.
  • The largest MongoDB buyer in Q2 2026 was Fidelity Investments, an estimated $440M added.
  • The largest MongoDB seller in Q2 2026 was ValueAct Holdings, an estimated $262M sold.

Based on aggregated 13F filings for Q2 2026.