805 hedge funds and large institutions have $17.5B invested in MongoDB in 2026 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 333 increasing their positions, 242 reducing their positions, and 206 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

41% less first-time investments, than exits

New positions opened: 121 | Existing positions closed: 206

43% less capital invested

Capital invested by funds: $30.5B → $17.5B (-$13B)

73% less funds holding in top 10

Funds holding in top 10: 226 (-16)

Holders
805
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.55B
Puts
$1.17B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
901
Atomi Financial Group
New York
SCM
902
Sandler Capital Management
New York
AWM
903
Accurate Wealth Management
Florida
FRM
904
Fox Run Management
Connecticut
LBWM
905
Left Brain Wealth Management
Illinois
OIA
906
OneDigital Investment Advisors
Kansas
LI
907
LifeWealth Investments
Florida
ITFISA
908
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
TAM
909
Titleist Asset Management
Texas
BOSSRA
910
B.O.S.S. Retirement Advisors
Utah
AC
911
AWM Capital
Arizona
II
912
Impact Investors
California
AT
913
American Trust
Kentucky
VWM
914
Venturi Wealth Management
Texas
OCBCO
915
Oversea-Chinese Banking Corp (OCBC)
Singapore
CCS
916
Concentric Capital Strategies
Connecticut
CI
917
Cigna Investments
Connecticut
MLL
918
Moody Lynn & Lieberson
Massachusetts
AP
919
Americana Partners
Texas
IAA
920
Independent Advisor Alliance
North Carolina
WWC
921
Waypoint Wealth Counsel
Georgia
CIP
922
Convergence Investment Partners
Florida
EFG
923
Everhart Financial Group
Ohio
CMF
924
Counterpoint Mutual Funds
California
BW
925
BXM Wealth
Colorado