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777 hedge funds and large institutions have $22.7B invested in MongoDB in 2025 Q3 according to their latest regulatory filings, with 190 funds opening new positions, 248 increasing their positions, 250 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 96

57% more capital invested

Capital invested by funds: $14.5B → $22.7B (+$8.21B)

12% more funds holding

Funds holding: 692777 (+85)

6.61% more ownership

Funds ownership: 84.58%91.19% (+6.6%)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

1% less repeat investments, than reductions

Existing positions increased: 248 | Existing positions reduced: 250

26% less call options, than puts

Call options by funds: $2.63B | Put options by funds: $3.56B

Holders
777
Holders Change
+85
Holders Change %
+12.28%
% of All Funds
10.2%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
190
Increased
248
Reduced
250
Closed
96
Calls
$2.63B
Puts
$3.56B
Net Calls
-$929M
Net Calls Change
-$171M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
851
Fuller & Thaler Asset Management
California
-$8.19K -39 Closed
NCM
852
Northwest Capital Management
Oregon
-$7.98K -38 Closed
PTC
853
Private Trust Company
Ohio
-$4.2K -20 Closed
PWMG
854
Private Wealth Management Group
New Jersey
-$4.2K -20 Closed
WA
855
Whipplewood Advisors
Colorado
-$4.2K -20 Closed
CW
856
Curio Wealth
Maryland
-$3.99K -19 Closed
LFA
857
LGT Financial Advisors
Texas
-$3.99K -19 Closed
ADL
858
Asset Dedication LLC
California
-$3.36K -16 Closed
NS
859
NBC Securities
Alabama
-$2K -13 Closed
AWM
860
Atticus Wealth Management
Florida
-$2.52K -12 Closed
BF
861
BOK Financial
Oklahoma
-$2.31K -11 Closed
CIAM
862
Caitong International Asset Management
Hong Kong
-$2.31K -11 Closed
RI
863
Ridgewood Investments
New Jersey
-$2.1K -10 Closed
AAS
864
Ameritas Advisory Services
Nebraska
-$1.68K -8 Closed
CTC
865
Central Trust Company
Missouri
-$1.68K -8 Closed
RAM
866
Riggs Asset Management
Pennsylvania
-$1.68K -8 Closed
SO
867
Sierra Ocean
California
-$1.26K -6 Closed
TIM
868
Total Investment Management
Arizona
-$1.26K -6 Closed
ZBNA
869
Zions Bancorporation, National Association
Utah
-$1.26K -6 Closed
CT
870
Clearstead Trust
Maine
-$630 -3 Closed
SC
871
Stephens Consulting
Michigan
-$630 -3 Closed
KFI
872
Key Financial Inc
Pennsylvania
-$420 -2 Closed
WCM
873
WealthTrak Capital Management
Virginia
-$420 -2 Closed