902 hedge funds and large institutions have $30.4B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 308 increasing their positions, 269 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

14% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 269

5% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.92B

2.03% less ownership

Funds ownership: 91.16%89.13% (-2%)

Holders
902
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.76B
Puts
$2.92B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
776
Adirondack Trust Company
New York
$36.9K
RFP
777
Root Financial Partners
California
$36.5K
FA
778
Financial Avengers
California
$33.6K
IAIM
779
International Assets Investment Management
Florida
$33.2K
PAI
780
Pittenger & Anderson Inc
Nebraska
$31.5K
NWM
781
Navigoe Wealth Management
California
$31K
RBI
782
Raiffeisen Bank International
Austria
$30.3K
WETS
783
Wealth Enhancement Trust Services
South Dakota
$29.4K
FFO
784
Fortitude Family Office
Arizona
$29K
CPBTD
785
Central Pacific Bank - Trust Division
Hawaii
$27.7K
CPG
786
Cornerstone Planning Group
New Jersey
$27.1K
MAM
787
Meeder Asset Management
Ohio
$26.4K
SAG
788
SageView Advisory Group
California
$25.6K
T
789
Tidemark
California
$23.5K
LB
790
Legacy Bridge
Iowa
$23.1K
GWM
791
Greenline Wealth Management
Florida
$21K
FRA
792
Front Row Advisors
California
$21K
BCM
793
Boreal Capital Management
Florida
$21K
OCM
794
Osbon Capital Management
Massachusetts
$21K
LAS
795
Lloyd Advisory Services
Georgia
$20.6K
PWA
796
Physician Wealth Advisors
Utah
$20.1K
MAM
797
Marquette Asset Management
Minnesota
$20.1K
BGAI
798
Bruce G. Allen Investments
Colorado
$19.7K
CAL
799
Capital Advisors Ltd
Ohio
$19K
AEPWM
800
Atlantic Edge Private Wealth Management
Florida
$18.9K