888 hedge funds and large institutions have $30.2B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 305 increasing their positions, 266 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:

15% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 266

5% less call options, than puts

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

1.61% less ownership

Funds ownership: 90.53%88.93% (-1.6%)

Holders
888
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
SAG
776
SageView Advisory Group
California
$25.6K
FA
777
Financial Avengers
California
$24.8K
T
778
Tidemark
California
$23.5K
LB
779
Legacy Bridge
Iowa
$23.1K
GWM
780
Greenline Wealth Management
Florida
$21K
BCM
781
Boreal Capital Management
Florida
$21K
FRA
782
Front Row Advisors
California
$21K
LAS
783
Lloyd Advisory Services
Georgia
$20.6K
PWA
784
Physician Wealth Advisors
Utah
$20.1K
MAM
785
Marquette Asset Management
Minnesota
$20.1K
BGAI
786
Bruce G. Allen Investments
Colorado
$19.7K
CAL
787
Capital Advisors Ltd
Ohio
$19K
AEPWM
788
Atlantic Edge Private Wealth Management
Florida
$18.9K
RF
789
Roxbury Financial
New Jersey
$18.9K
ZBNA
790
Zions Bancorporation, National Association
Utah
$18.9K
FAMI
791
Fideuram Asset Management (Ireland)
$18.8K
PWAM
792
Private Wealth Asset Management
Iowa
$17.6K
MCM
793
MV Capital Management
Maryland
$17.6K
APW
794
Aventura Private Wealth
Florida
$17.2K
SOW
795
State of Wyoming
Wyoming
$15.9K
BBHC
796
Brown Brothers Harriman & Co
New York
$15.5K
RIAS
797
Rachor Investment Advisory Services
Michigan
$15.5K
SEP
798
Signature Equity Partners
Ohio
$15.1K
TRCT
799
Tower Research Capital (TRC)
New York
$13.8K
KFAS
800
Keating Financial Advisory Services
Kansas
$13.8K