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
EW
851
Elyxium Wealth
California
$4.62K
MCM
852
Manchester Capital Management
Vermont
$4.2K
LWMI
853
Legacy Wealth Management (Idaho)
Idaho
$4.2K
CH
854
Cromwell Holdings
Wyoming
$4.2K
ACM
855
Aster Capital Management
United Arab Emirates
$4.2K
S
856
Sachetta
Massachusetts
$3.36K
Kayne Anderson Rudnick Investment Management
857
Kayne Anderson Rudnick Investment Management
California
$2.97K
PTC
858
Private Trust Company
Ohio
$2.94K
CT
859
Clearstead Trust
Maine
$2.94K
DPW
860
DiNuzzo Private Wealth
Pennsylvania
$2.52K
RWM
861
Rialto Wealth Management
New York
$2.52K
HFS
862
Hughes Financial Services
Virginia
$2.52K
PWA
863
Principia Wealth Advisory
Texas
$2.52K
WWM
864
Wolff Wiese Magana
California
$2.1K
JFGIW
865
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1K
HIA
866
HFM Investment Advisors
New Jersey
$2.1K
BHWM
867
Bay Harbor Wealth Management
Maryland
$2.1K
FCAS
868
First Command Advisory Services
Texas
$2.1K
TSMHT
869
Thurston Springer Miller Herd & Titak
Indiana
$2.1K
CAL
870
Capital Analysts LLC
Pennsylvania
$2K
CJ
871
Caitlin John
Michigan
$1.68K
HNW
872
High Note Wealth
Minnesota
$1.68K
DWM
873
Dogwood Wealth Management
Kansas
$1.68K
AA
874
Addison Advisors
Vermont
$1.68K
PWMG
875
Prestige Wealth Management Group
New Jersey
$1.68K