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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

38% more repeat investments, than reductions

Existing positions increased: 337 | Existing positions reduced: 244

32% more call options, than puts

Call options by funds: $1.55B | Put options by funds: $1.17B

0.53% less ownership

Funds ownership: 89.23%88.7% (-0.53%)

11% less funds holding

Funds holding: 914811 (-103)

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
-103
Holders Change %
-11.27%
% of All Funds
9.99%
Holding in Top 10
6
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-72.73%
% of All Funds
0.07%
New
121
Increased
337
Reduced
244
Closed
205
Calls
$1.55B
Puts
$1.17B
Net Calls
+$371M
Net Calls Change
+$530M
Name Holding Trade Value Shares
Change
Change in
Stake
ATFA
976
All Terrain Financial Advisors
Minnesota
-$210K -500 Closed
PAA
977
Peregrine Asset Advisers
Oregon
-$210K -500 Closed
HBS
978
Howard Bailey Securities
Indiana
-$208K -495 Closed
BCM
979
Bayesian Capital Management
New York
-$206K -490 Closed
HCM
980
Howard Capital Management
Georgia
-$206K -490 Closed
KWM
981
Kingsview Wealth Management
Oregon
-$204K -487 Closed
DJYG
982
David J. Yvars Group
Florida
-$201K -478 Closed
HWA
983
HCR Wealth Advisors
California
-$200K -477 Closed
KAS
984
Kemnay Advisory Services
New York
-$152K -363 Closed
LWANC
985
Laurel Wealth Advisors (North Carolina)
North Carolina
-$127K -303 Closed
MIC
986
Maxi Investments CY
Cyprus
-$118K -280 Closed
HCM
987
Hollencrest Capital Management
California
-$115K -275 Closed
SOAM
988
SBI Okasan Asset Management
Japan
-$76.2K -180 Closed
QL
989
Quarry LP
New York
-$63.8K -152 Closed
RA
990
RiverPark Advisors
New York
-$61.7K -147 Closed
GTAM
991
Global Trust Asset Management
Florida
-$37.8K -90 Closed
NWM
992
Navigoe Wealth Management
California
-$31K -76 Closed
CPBTD
993
Central Pacific Bank - Trust Division
Hawaii
-$27.7K -66 Closed
GWM
994
Greenline Wealth Management
Florida
-$21K -50 Closed
MAM
995
Marquette Asset Management
Minnesota
-$20.1K -48 Closed
AEPWM
996
Atlantic Edge Private Wealth Management
Florida
-$18.9K -45 Closed
RF
997
Roxbury Financial
New Jersey
-$18.9K -45 Closed
MHR
998
Matthew Hamilton Rosenberg
-$12.6K -30 Closed
M
999
MOTCO
Texas
-$12.6K -30 Closed
TM
1000
Torren Management
California
-$11.3K -27 Closed