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811 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, 337 increasing their positions, 244 reducing their positions, and 205 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: 205

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
811
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
CIP
926
Convergence Investment Partners
Florida
EFG
927
Everhart Financial Group
Ohio
CMF
928
Counterpoint Mutual Funds
California
BW
929
BXM Wealth
Colorado
RFM
930
Royal Fund Management
Florida
SPM
931
Symmetry Peak Management
Pennsylvania
TCM
932
TABR Capital Management
California
AFP
933
Ausdal Financial Partners
Iowa
AP
934
Appleton Partners
Massachusetts
AC
935
AlphaCore Capital
California
Brown Advisory
936
Brown Advisory
Maryland
IIA
937
IPG Investment Advisors
California
LTM
938
Lotus Technology Management
Florida
MMA
939
Miracle Mile Advisors
California
MC
940
Machina Capital
France
ATPW
941
Ashton Thomas Private Wealth
Arizona
BIM
942
Bridges Investment Management
Nebraska
DIM
943
DLK Investment Management
California
BP
944
Ballentine Partners
Massachusetts
PWG
945
Portside Wealth Group
Utah
VCP
946
Verus Capital Partners
Arizona
ITG
947
Index Technologies Group
New York
HG
948
Herbst Group
Connecticut
TCM
949
Tufton Capital Management
Maryland
PFG
950
PAX Financial Group
Texas