890 hedge funds and large institutions have $30.2B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 305 increasing their positions, 266 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 capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

15% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 266

5% less call options, than puts

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

1.59% less ownership

Funds ownership: 90.53%88.94% (-1.6%)

Holders
890
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
20
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
AWM
826
Activest Wealth Management
Florida
$7.55K
KFG
827
Kingdom Financial Group
Arizona
$7.55K
TCM
828
TD Capital Management
Tennessee
$6.71K
MWM
829
Mascoma Wealth Management
New Hampshire
$6.29K
CFM
830
Cornerstone Financial Management
Massachusetts
$6.29K
CTB
831
Country Trust Bank
Illinois
$5.46K
PIS
832
POM Investment Strategies
North Carolina
$5.46K
TCOV
833
Trust Company of Vermont
Vermont
$5.04K
BWL
834
Bogart Wealth LLC
Virginia
$5.04K
SS
835
Sunbelt Securities
Texas
$5.04K
CIA
836
Cape Investment Advisory
Georgia
$4.62K
UB
837
UMB Bank
Missouri
$4.62K
NSIM
838
North Star Investment Management
Illinois
$4.62K
EW
839
Elyxium Wealth
California
$4.62K
MCM
840
Manchester Capital Management
Vermont
$4.2K
CH
841
Cromwell Holdings
Wyoming
$4.2K
LWMI
842
Legacy Wealth Management (Idaho)
Idaho
$4.2K
ACM
843
Aster Capital Management
United Arab Emirates
$4.2K
S
844
Sachetta
Massachusetts
$3.36K
Kayne Anderson Rudnick Investment Management
845
Kayne Anderson Rudnick Investment Management
California
$2.97K
PTC
846
Private Trust Company
Ohio
$2.94K
CT
847
Clearstead Trust
Maine
$2.94K
DPW
848
DiNuzzo Private Wealth
Pennsylvania
$2.52K
RWM
849
Rialto Wealth Management
New York
$2.52K
HFS
850
Hughes Financial Services
Virginia
$2.52K