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
CJ
776
Caitlin John
Michigan
$979
PS
777
PayPay Securities
Japan
$753
TFM
778
TFC Financial Management
Massachusetts
$735
SS
779
Sunbelt Securities
Texas
$734
TC
780
Trust Company
Kansas
$734
ACA
781
Atlas Capital Advisors
Wyoming
$734
WSFG
782
Wall Street Financial Group
Illinois
$734
VWM
783
Vermillion Wealth Management
Minnesota
$734
NSIM
784
North Star Investment Management
Illinois
$490
HIA
785
HFM Investment Advisors
New Jersey
$490
BFS
786
Bare Financial Services
Pennsylvania
$490
DF
787
DecisionPoint Financial
Arizona
$490
PB
788
Prosperity Bancshares
Texas
$490
CWM
789
Copia Wealth Management
Oregon
$490
AF
790
Advisornet Financial
Minnesota
$490
HI
791
Horizon Investments
North Carolina
$490
RWS
792
Retirement Wealth Solutions
Wisconsin
$490
SFS
793
Sunrise Financial Services
Washington
$490
BHWM
794
Bay Harbor Wealth Management
Maryland
$489
CFB
795
Cullen/Frost Bankers
Texas
$245
RIAS
796
Rachor Investment Advisory Services
Michigan
$245
AA
797
Addison Advisors
Vermont
$245
QWM
798
Quaker Wealth Management
New Jersey
$245
APW
799
Atlantic Private Wealth
North Carolina
$245
DCM
800
Davis Capital Management
Florida
$245