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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
SWM
851
SHP Wealth Management
Massachusetts
$6.5K +$5.46K +15 New
MWM
852
Mascoma Wealth Management
New Hampshire
$6.29K
CFM
853
Cornerstone Financial Management
Massachusetts
$6.29K +$5.46K +15 New
CTB
854
Country Trust Bank
Illinois
$5.46K -$364 -1 -7%
PIS
855
POM Investment Strategies
North Carolina
$5.46K +$4.73K +13 New
TCOV
856
Trust Company of Vermont
Vermont
$5.04K
BWL
857
Bogart Wealth LLC
Virginia
$5.04K +$1.09K +3 +33%
SS
858
Sunbelt Securities
Texas
$5.04K +$1.46K +4 +50%
CIA
859
Cape Investment Advisory
Georgia
$4.62K
UB
860
UMB Bank
Missouri
$4.62K +$1.09K +3 +38%
EW
861
Elyxium Wealth
California
$4.62K +$4K +11 New
NSIM
862
North Star Investment Management
Illinois
$4.62K +$4K +11 New
MCM
863
Manchester Capital Management
Vermont
$4.2K -$83.7K -230 -96%
CH
864
Cromwell Holdings
Wyoming
$4.2K
LWMI
865
Legacy Wealth Management (Idaho)
Idaho
$4.2K
ACM
866
Aster Capital Management
United Arab Emirates
$4.2K +$3.64K +10 New
S
867
Sachetta
Massachusetts
$3.36K
Kayne Anderson Rudnick Investment Management
868
Kayne Anderson Rudnick Investment Management
California
$2.97K -$6.91K -19 -73%
CT
869
Clearstead Trust
Maine
$2.94K +$2.55K +7 New
PTC
870
Private Trust Company
Ohio
$2.94K +$2.55K +7 New
DPW
871
DiNuzzo Private Wealth
Pennsylvania
$2.52K
RWM
872
Rialto Wealth Management
New York
$2.52K +$728 +2 +50%
HFS
873
Hughes Financial Services
Virginia
$2.52K
PWA
874
Principia Wealth Advisory
Texas
$2.52K +$364 +1 +20%
JFGIW
875
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1K