We are live on ! Find out more

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
TCM
826
Tradewinds Capital Management
Washington
$13K
AUB
827
Atlantic Union Bankshares
Virginia
$12.6K
CFD
828
Creative Financial Designs
Indiana
$12.6K
EB
829
Eastern Bank
Massachusetts
$12.6K
M
830
MOTCO
Texas
$12.6K
BIA
831
Bell Investment Advisors
California
$12.6K +$1.82K +5 +20%
MHR
832
Matthew Hamilton Rosenberg
$12.6K +$10.9K +30 New
AW
833
Avion Wealth
Texas
$12K
Bessemer Group
834
Bessemer Group
New Jersey
$12K +$4K +11 +69%
LI
835
LRI Investments
Florida
$11.8K +$1.82K +5 +22%
TM
836
Torren Management
California
$11.3K +$9.82K +27 New
AT
837
Arlington Trust
Alabama
$10.9K +$9.46K +26 New
AP
838
Aspect Partners
Virginia
$9.65K -$728 -2 -8%
JWA
839
JFS Wealth Advisors
Pennsylvania
$9.65K +$4.73K +13 +130%
SIS
840
Sound Income Strategies
Florida
$9.59K +$2.91K +8 +50%
SIS
841
Strategic Investment Solutions
Illinois
$9.23K
CIAS
842
CBIZ Investment Advisory Services
Ohio
$8.39K +$364 +1 +5%
FHA
843
Flagship Harbor Advisors
Massachusetts
$8.39K +$7.28K +20 New
GIA
844
GHP Investment Advisors
Colorado
$8.39K +$7.28K +20 New
MAM
845
Morse Asset Management
Connecticut
$8.39K +$7.28K +20 New
CW
846
Curio Wealth
Maryland
$8.28K +$6.91K +19 New
DWM
847
Darwin Wealth Management
Florida
$7.97K
AWM
848
Activest Wealth Management
Florida
$7.55K -$9.46K -26 -59%
KFG
849
Kingdom Financial Group
Arizona
$7.55K +$6.55K +18 New
TCM
850
TD Capital Management
Tennessee
$6.71K