912 hedge funds and large institutions have $30.5B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 310 increasing their positions, 271 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

14% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 271

5% less call options, than puts

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

1.98% less ownership

Funds ownership: 91.18%89.2% (-2%)

Holders
912
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
FRA
801
Front Row Advisors
California
$21K
OCM
802
Osbon Capital Management
Massachusetts
$21K
LAS
803
Lloyd Advisory Services
Georgia
$20.6K
PWA
804
Physician Wealth Advisors
Utah
$20.1K
MAM
805
Marquette Asset Management
Minnesota
$20.1K
MWA
806
Medallion Wealth Advisors
Connecticut
$20.1K
BGAI
807
Bruce G. Allen Investments
Colorado
$19.7K
CAL
808
Capital Advisors Ltd
Ohio
$19K
AEPWM
809
Atlantic Edge Private Wealth Management
Florida
$18.9K
RF
810
Roxbury Financial
New Jersey
$18.9K
ZBNA
811
Zions Bancorporation, National Association
Utah
$18.9K
FAMI
812
Fideuram Asset Management (Ireland)
$18.8K
PWAM
813
Private Wealth Asset Management
Iowa
$17.6K
MCM
814
MV Capital Management
Maryland
$17.6K
APW
815
Aventura Private Wealth
Florida
$17.2K
SOW
816
State of Wyoming
Wyoming
$15.9K
BBHC
817
Brown Brothers Harriman & Co
New York
$15.5K
RIAS
818
Rachor Investment Advisory Services
Michigan
$15.5K
SEP
819
Signature Equity Partners
Ohio
$15.1K
TRCT
820
Tower Research Capital (TRC)
New York
$13.8K
KFAS
821
Keating Financial Advisory Services
Kansas
$13.8K
EI
822
EFG International
$13.8K
SL
823
Salomon & Ludwin
Virginia
$13.5K
TCM
824
Tradewinds Capital Management
Washington
$13K
M
825
MOTCO
Texas
$12.6K