We are live on ! Find out more

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
VCM
951
Virtue Capital Management
Tennessee
GM
952
GeoWealth Management
Illinois
WA
953
Wealth Alliance
New York
MWA
954
MN Wealth Advisors
Kansas
EGA
955
E&G Advisors
Texas
SWP
956
Stratos Wealth Partners
Ohio
HIP
957
HUB Investment Partners
Texas
RS
958
R Squared
Hong Kong
OL
959
Optas LLC
Texas
AGA
960
Arkos Global Advisors
Texas
DCP
961
DSM Capital Partners
Florida
JTF
962
J. Team Financial
Texas
CMBA
963
C.M. Bidwell & Associates
Hawaii
JRPIM
964
Journey Retirement Planning & Investment Management
Idaho
HH
965
Hilltop Holdings
Texas
MSWM
966
McGlone Suttner Wealth Management
Wisconsin
EAM
967
Evanson Asset Management
California
ICP
968
Impact Capital Partners
Colorado
TCG
969
Transcendent Capital Group
Oklahoma
CAM
970
Concorde Asset Management
Michigan
AWA
971
Arete Wealth Advisors
Illinois
KWA
972
Kingswood Wealth Advisors
California
NCM
973
Northside Capital Management
Oregon
TCM
974
Teza Capital Management
Illinois
BCM
975
Brookstone Capital Management
Illinois