912 hedge funds and large institutions have $30.5B invested in MongoDB in 2025 Q4 according to their latest regulatory filings, with 237 funds opening new positions, 310 increasing their positions, 271 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 funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

14% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 271

5% less call options, than puts

Call options by funds: $2.76B | Put options by funds: $2.92B

1.98% less ownership

Funds ownership: 91.18%89.2% (-2%)

Holders
912
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
22
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
CFM
851
Cornerstone Financial Management
Massachusetts
$6.29K
CTB
852
Country Trust Bank
Illinois
$5.46K
PIS
853
POM Investment Strategies
North Carolina
$5.46K
TCOV
854
Trust Company of Vermont
Vermont
$5.04K
BWL
855
Bogart Wealth LLC
Virginia
$5.04K
SS
856
Sunbelt Securities
Texas
$5.04K
CIA
857
Cape Investment Advisory
Georgia
$4.62K
UB
858
UMB Bank
Missouri
$4.62K
EW
859
Elyxium Wealth
California
$4.62K
NSIM
860
North Star Investment Management
Illinois
$4.62K
MCM
861
Manchester Capital Management
Vermont
$4.2K
CH
862
Cromwell Holdings
Wyoming
$4.2K
LWMI
863
Legacy Wealth Management (Idaho)
Idaho
$4.2K
ACM
864
Aster Capital Management
United Arab Emirates
$4.2K
S
865
Sachetta
Massachusetts
$3.36K
Kayne Anderson Rudnick Investment Management
866
Kayne Anderson Rudnick Investment Management
California
$2.97K
PTC
867
Private Trust Company
Ohio
$2.94K
CT
868
Clearstead Trust
Maine
$2.94K
DPW
869
DiNuzzo Private Wealth
Pennsylvania
$2.52K
RWM
870
Rialto Wealth Management
New York
$2.52K
HFS
871
Hughes Financial Services
Virginia
$2.52K
PWA
872
Principia Wealth Advisory
Texas
$2.52K
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.1K
WWM
874
Wolff Wiese Magana
California
$2.1K
HIA
875
HFM Investment Advisors
New Jersey
$2.1K