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866 hedge funds and large institutions have $24.9B invested in MongoDB in 2026 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 325 increasing their positions, 275 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $3.08B | Put options by funds: $1.98B

55% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 107

42% more capital invested

Capital invested by funds: $17.5B → $24.9B (+$7.41B)

18% more repeat investments, than reductions

Existing positions increased: 325 | Existing positions reduced: 275

6% more funds holding

Funds holding: 815866 (+51)

3.57% more ownership

Funds ownership: 88.8%92.37% (+3.6%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
866
Holders Change
+51
Holders Change %
+6.26%
% of All Funds
10.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
166
Increased
325
Reduced
275
Closed
107
Calls
$3.08B
Puts
$1.98B
Net Calls
+$1.1B
Net Calls Change
+$733M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
776
LRI Investments
Florida
$11.4K +$300 +1 +3%
LF
777
LifeSteps Financial
California
$11.4K +$10.2K +34 New
CFM
778
Cornerstone Financial Management
Massachusetts
$10.4K +$3.6K +12 +63%
DF
779
Downshift Financial
Colorado
$10.4K +$9.3K +31 New
CFM
780
Compass Financial Management
Florida
$10.3K +$8.1K +27 New
MSG
781
Main Street Group
Virginia
$10.1K
MAFA
782
MJT & Associates Financial Advisory
Minnesota
$9.74K -$600 -2 -6%
SGFG
783
Silver Grove Financial Group
New York
$9.4K +$8.4K +28 New
JWM
784
JPL Wealth Management
Colorado
$9.07K -$2.7K -9 -25%
BIA
785
Bell Investment Advisors
California
$9.07K +$1.2K +4 +17%
SEP
786
Signature Equity Partners
Ohio
$9.07K -$3.9K -13 -33%
AT
787
Arlington Trust
Alabama
$8.73K
SWM
788
SHP Wealth Management
Massachusetts
$8.73K +$1.2K +4 +18%
AP
789
Aspect Partners
Virginia
$8.4K -$1.8K -6 -19%
JWA
790
JFS Wealth Advisors
Pennsylvania
$8.4K +$2.1K +7 +39%
BBHC
791
Brown Brothers Harriman & Co
New York
$8.06K -$3.6K -12 -33%
CH
792
Cromwell Holdings
Wyoming
$8.06K +$3.3K +11 +85%
HWM
793
HighMark Wealth Management
Minnesota
$7.72K +$2.1K +7 +44%
NWMP
794
Noble Wealth Management PBC
Colorado
$7.39K
SIS
795
Strategic Investment Solutions
Illinois
$7.39K
CA
796
Continuum Advisory
Idaho
$7.39K +$6.6K +22 New
AWM
797
Activest Wealth Management
Florida
$7.05K -$3K -10 -32%
S
798
Sachetta
Massachusetts
$7.05K +$3.3K +11 +110%
DWM
799
Darwin Wealth Management
Florida
$6.38K -$2.7K -9 -32%
RWM
800
Raffa Wealth Management
District of Columbia
$6.38K +$3K +10 +111%

MDB Hedge Fund Activity: Q2 2026 in Review

866 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2026, worth a combined $24.9B — up 42% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 166 funds opened new MDB positions and 107 closed out — a net gain of 59 holders — while 325 added to existing stakes and 275 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $440M. The largest seller was ValueAct Holdings, cutting an estimated $262M.

  • 866 institutional investors held MongoDB (MDB) as of Q2 2026, up from 815 in Q1 2026.
  • Funds reported $24.9B of MongoDB stock for Q2 2026, up 42% quarter-over-quarter.
  • 166 funds opened new MongoDB positions in Q2 2026 and 107 closed out, a net change of +59 holders.
  • The largest MongoDB buyer in Q2 2026 was Fidelity Investments, an estimated $440M added.
  • The largest MongoDB seller in Q2 2026 was ValueAct Holdings, an estimated $262M sold.

Based on aggregated 13F filings for Q2 2026.