902 hedge funds and large institutions have $30.4B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 308 increasing their positions, 269 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:

14% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 269

5% less call options, than puts

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

2.03% less ownership

Funds ownership: 91.16%89.13% (-2%)

Holders
902
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
AT
826
Arlington Trust
Alabama
$10.9K
AP
827
Aspect Partners
Virginia
$9.65K
JWA
828
JFS Wealth Advisors
Pennsylvania
$9.65K
SIS
829
Sound Income Strategies
Florida
$9.59K
SIS
830
Strategic Investment Solutions
Illinois
$9.23K
CIAS
831
CBIZ Investment Advisory Services
Ohio
$8.39K
GIA
832
GHP Investment Advisors
Colorado
$8.39K
FHA
833
Flagship Harbor Advisors
Massachusetts
$8.39K
MAM
834
Morse Asset Management
Connecticut
$8.39K
CW
835
Curio Wealth
Maryland
$8.28K
DWM
836
Darwin Wealth Management
Florida
$7.97K
AWM
837
Activest Wealth Management
Florida
$7.55K
KFG
838
Kingdom Financial Group
Arizona
$7.55K
TCM
839
TD Capital Management
Tennessee
$6.71K
SWM
840
SHP Wealth Management
Massachusetts
$6.5K
MWM
841
Mascoma Wealth Management
New Hampshire
$6.29K
CFM
842
Cornerstone Financial Management
Massachusetts
$6.29K
CTB
843
Country Trust Bank
Illinois
$5.46K
PIS
844
POM Investment Strategies
North Carolina
$5.46K
TCOV
845
Trust Company of Vermont
Vermont
$5.04K
BWL
846
Bogart Wealth LLC
Virginia
$5.04K
SS
847
Sunbelt Securities
Texas
$5.04K
CIA
848
Cape Investment Advisory
Georgia
$4.62K
UB
849
UMB Bank
Missouri
$4.62K
NSIM
850
North Star Investment Management
Illinois
$4.62K