We are live on ! Find out more

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
KFG
801
Kingdom Financial Group
Arizona
$6.05K
UB
802
UMB Bank
Missouri
$6.05K +$3.6K +12 +200%
CIA
803
Cape Investment Advisory
Georgia
$6.05K +$5.4K +18 New
PWMG
804
Private Wealth Management Group
New Jersey
$5.71K
HFS
805
Hughes Financial Services
Virginia
$5.37K +$2.7K +9 +129%
BGAI
806
Bruce G. Allen Investments
Colorado
$5.04K -$7.2K -24 -62%
TCM
807
Tradewinds Capital Management
Washington
$5.04K -$4.8K -16 -52%
MWM
808
Mascoma Wealth Management
New Hampshire
$5.04K
OCWP
809
Owl Creek Wealth Partners
Colorado
$5.04K
CTB
810
Country Trust Bank
Illinois
$4.37K
ACA
811
American Capital Advisory
Idaho
$4.03K +$2.4K +8 +200%
RWM
812
Rialto Wealth Management
New York
$4.03K +$2.4K +8 +200%
CT
813
Clearstead Trust
Maine
$4.03K +$3.6K +12 New
PC
814
Pier Capital
Connecticut
$4.03K +$3.6K +12 New
SIC
815
Salem Investment Counselors
North Carolina
$3.69K
JFGIW
816
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3.69K +$1.8K +6 +120%
BCH
817
Berkshire Capital Holdings
California
$3.36K
EWM
818
Evolution Wealth Management
Florida
$3.36K
BWL
819
Bogart Wealth LLC
Virginia
$3.36K +$900 +3 +43%
AIC
820
Archer Investment Corporation
Indiana
$3.36K +$3K +10 New
MCM
821
Manchester Capital Management
Vermont
$3.36K +$3K +10 New
BHWM
822
Bay Harbor Wealth Management
Maryland
$3.02K +$2.1K +7 +350%
CI
823
Clal Insurance
Israel
$3K +$2.4K +8 New
GIA
824
GHP Investment Advisors
Colorado
$2.69K
HIA
825
HFM Investment Advisors
New Jersey
$2.35K +$1.5K +5 +250%

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.