We are live on ! Find out more

811 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, 337 increasing their positions, 244 reducing their positions, and 205 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: 205

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
811
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
CAL
776
Capital Analysts LLC
Pennsylvania
$1K
RWM
777
Rialto Wealth Management
New York
$980
PWMG
778
Prestige Wealth Management Group
New Jersey
$980
ACA
779
American Capital Advisory
Idaho
$980
CJ
780
Caitlin John
Michigan
$979
CVM
781
Cheviot Value Management
California
$979
PS
782
PayPay Securities
Japan
$753
TFM
783
TFC Financial Management
Massachusetts
$735
SS
784
Sunbelt Securities
Texas
$734
ACA
785
Atlas Capital Advisors
Wyoming
$734
TC
786
Trust Company
Kansas
$734
VWM
787
Vermillion Wealth Management
Minnesota
$734
WSFG
788
Wall Street Financial Group
Illinois
$734
NSIM
789
North Star Investment Management
Illinois
$490
HIA
790
HFM Investment Advisors
New Jersey
$490
BFS
791
Bare Financial Services
Pennsylvania
$490
AF
792
Advisornet Financial
Minnesota
$490
CWM
793
Copia Wealth Management
Oregon
$490
DF
794
DecisionPoint Financial
Arizona
$490
PB
795
Prosperity Bancshares
Texas
$490
HI
796
Horizon Investments
North Carolina
$490
RWS
797
Retirement Wealth Solutions
Wisconsin
$490
SFS
798
Sunrise Financial Services
Washington
$490
BHWM
799
Bay Harbor Wealth Management
Maryland
$489
CFB
800
Cullen/Frost Bankers
Texas
$245