888 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

1.61% less ownership

Funds ownership: 90.53%88.93% (-1.6%)

Holders
888
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
TCM
826
TD Capital Management
Tennessee
$6.71K
MWM
827
Mascoma Wealth Management
New Hampshire
$6.29K
CFM
828
Cornerstone Financial Management
Massachusetts
$6.29K
CTB
829
Country Trust Bank
Illinois
$5.46K
PIS
830
POM Investment Strategies
North Carolina
$5.46K
TCOV
831
Trust Company of Vermont
Vermont
$5.04K
BWL
832
Bogart Wealth LLC
Virginia
$5.04K
SS
833
Sunbelt Securities
Texas
$5.04K
CIA
834
Cape Investment Advisory
Georgia
$4.62K
UB
835
UMB Bank
Missouri
$4.62K
NSIM
836
North Star Investment Management
Illinois
$4.62K
EW
837
Elyxium Wealth
California
$4.62K
MCM
838
Manchester Capital Management
Vermont
$4.2K
CH
839
Cromwell Holdings
Wyoming
$4.2K
LWMI
840
Legacy Wealth Management (Idaho)
Idaho
$4.2K
ACM
841
Aster Capital Management
United Arab Emirates
$4.2K
S
842
Sachetta
Massachusetts
$3.36K
Kayne Anderson Rudnick Investment Management
843
Kayne Anderson Rudnick Investment Management
California
$2.97K
CT
844
Clearstead Trust
Maine
$2.94K
PTC
845
Private Trust Company
Ohio
$2.94K
DPW
846
DiNuzzo Private Wealth
Pennsylvania
$2.52K
RWM
847
Rialto Wealth Management
New York
$2.52K
HFS
848
Hughes Financial Services
Virginia
$2.52K
PWA
849
Principia Wealth Advisory
Texas
$2.52K
WWM
850
Wolff Wiese Magana
California
$2.1K