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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
MMCM
776
Murphy & Mullick Capital Management
New York
$50.4K +$36.4K +100 +500%
WIM
777
Westside Investment Management
California
$48.8K
SC
778
SouthState Corp
Florida
$47K +$1.09K +3 +3%
TC
779
Truvestments Capital
Florida
$42.4K
BOJHT
780
Bank of Jackson Hole Trust
Wyoming
$42K
BCWM
781
Bartlett & Co Wealth Management
Ohio
$42K
GBT
782
Grove Bank & Trust
Florida
$42K +$16.4K +45 +82%
HNB
783
Huntington National Bank
Ohio
$41.1K +$364 +1 +1%
C
784
Covestor
United Kingdom
$41K -$1.82K -5 -5%
GTAM
785
Global Trust Asset Management
Florida
$37.8K +$32.7K +90 New
ATC
786
Adirondack Trust Company
New York
$36.9K
RFP
787
Root Financial Partners
California
$36.5K +$11.6K +32 +58%
FA
788
Financial Avengers
California
$33.6K
IAIM
789
International Assets Investment Management
Florida
$33.2K +$28.7K +79 New
PAI
790
Pittenger & Anderson Inc
Nebraska
$31.5K
NWM
791
Navigoe Wealth Management
California
$31K
RBI
792
Raiffeisen Bank International
Austria
$30.3K
WETS
793
Wealth Enhancement Trust Services
South Dakota
$29.4K +$25.5K +70 New
FFO
794
Fortitude Family Office
Arizona
$29K +$1.09K +3 +5%
CPBTD
795
Central Pacific Bank - Trust Division
Hawaii
$27.7K +$24K +66 New
CPG
796
Cornerstone Planning Group
New Jersey
$27.1K +$22.2K +61 +1,220%
MAM
797
Meeder Asset Management
Ohio
$26.4K +$728 +2 +3%
SAG
798
SageView Advisory Group
California
$25.6K +$22.2K +61 New
T
799
Tidemark
California
$23.5K
LB
800
Legacy Bridge
Iowa
$23.1K +$2.91K +8 +17%