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
JFGIW
851
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1K
HIA
852
HFM Investment Advisors
New Jersey
$2.1K
BHWM
853
Bay Harbor Wealth Management
Maryland
$2.1K
FCAS
854
First Command Advisory Services
Texas
$2.1K
TSMHT
855
Thurston Springer Miller Herd & Titak
Indiana
$2.1K
CAL
856
Capital Analysts LLC
Pennsylvania
$2K
CJ
857
Caitlin John
Michigan
$1.68K
PWMG
858
Prestige Wealth Management Group
New Jersey
$1.68K
HNW
859
High Note Wealth
Minnesota
$1.68K
DWM
860
Dogwood Wealth Management
Kansas
$1.68K
AA
861
Addison Advisors
Vermont
$1.68K
CVM
862
Cheviot Value Management
California
$1.64K
TFM
863
TFC Financial Management
Massachusetts
$1.26K
BFS
864
Bare Financial Services
Pennsylvania
$1.26K
PS
865
PayPay Securities
Japan
$1.26K
TC
866
Trust Company
Kansas
$1.26K
OC
867
Optima Capital
Oregon
$1.26K
ACA
868
Atlas Capital Advisors
Wyoming
$1.26K
PEAK6
869
PEAK6
Illinois
$959
DF
870
DecisionPoint Financial
Arizona
$840
FC
871
Financial Consulate
Maryland
$840
QWM
872
Quaker Wealth Management
New Jersey
$840
ACA
873
American Capital Advisory
Idaho
$840
CWM
874
Copia Wealth Management
Oregon
$839
AF
875
Advisornet Financial
Minnesota
$839