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914 hedge funds and large institutions have $30.5B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 238 funds opening new positions, 311 increasing their positions, 271 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more first-time investments, than exits

New positions opened: 238 | Existing positions closed: 83

38% more funds holding in top 10

Funds holding in top 10: 1622 (+6)

34% more capital invested

Capital invested by funds: $22.7B → $30.5B (+$7.74B)

18% more funds holding

Funds holding: 777914 (+137)

15% more repeat investments, than reductions

Existing positions increased: 311 | Existing positions reduced: 271

5% less call options, than puts

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

1.96% less ownership

Funds ownership: 91.19%89.23% (-2%)

Holders
914
Holders Change
+137
Holders Change %
+17.63%
% of All Funds
11.12%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.27%
New
238
Increased
311
Reduced
271
Closed
83
Calls
$2.76B
Puts
$2.92B
Net Calls
-$160M
Net Calls Change
+$769M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
801
Greenline Wealth Management
Florida
$21K +$18.2K +50 New
BCM
802
Boreal Capital Management
Florida
$21K
FRA
803
Front Row Advisors
California
$21K
OCM
804
Osbon Capital Management
Massachusetts
$21K +$18.2K +50 New
LAS
805
Lloyd Advisory Services
Georgia
$20.6K +$17.8K +49 New
PWA
806
Physician Wealth Advisors
Utah
$20.1K +$6.18K +17 +55%
MAM
807
Marquette Asset Management
Minnesota
$20.1K +$9.82K +27 +129%
MWA
808
Medallion Wealth Advisors
Connecticut
$20.1K
BGAI
809
Bruce G. Allen Investments
Colorado
$19.7K -$20.4K -56 -54%
CAL
810
Capital Advisors Ltd
Ohio
$19K
AEPWM
811
Atlantic Edge Private Wealth Management
Florida
$18.9K +$12.7K +35 +350%
RF
812
Roxbury Financial
New Jersey
$18.9K +$16.4K +45 New
ZBNA
813
Zions Bancorporation, National Association
Utah
$18.9K +$16.4K +45 New
FAMI
814
Fideuram Asset Management (Ireland)
$18.8K +$17.8K +49 New
MCM
815
MV Capital Management
Maryland
$17.6K
PWAM
816
Private Wealth Asset Management
Iowa
$17.6K
APW
817
Aventura Private Wealth
Florida
$17.2K -$1.46K -4 -9%
SOW
818
State of Wyoming
Wyoming
$15.9K -$119K -327 -90%
BBHC
819
Brown Brothers Harriman & Co
New York
$15.5K -$13.8K -38 -51%
RIAS
820
Rachor Investment Advisory Services
Michigan
$15.5K +$13.5K +37 New
SEP
821
Signature Equity Partners
Ohio
$15.1K +$13.1K +36 New
TRCT
822
Tower Research Capital (TRC)
New York
$13.8K -$230K -632 -95%
EI
823
EFG International
$13.8K +$12K +33 New
KFAS
824
Keating Financial Advisory Services
Kansas
$13.8K +$12K +33 New
SL
825
Salomon & Ludwin
Virginia
$13.5K