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
KWM
976
Kingsview Wealth Management
Oregon
DJYG
977
David J. Yvars Group
Florida
HWA
978
HCR Wealth Advisors
California
KAS
979
Kemnay Advisory Services
New York
LWANC
980
Laurel Wealth Advisors (North Carolina)
North Carolina
MIC
981
Maxi Investments CY
Cyprus
HCM
982
Hollencrest Capital Management
California
SOAM
983
SBI Okasan Asset Management
Japan
QL
984
Quarry LP
New York
RA
985
RiverPark Advisors
New York
GTAM
986
Global Trust Asset Management
Florida
NWM
987
Navigoe Wealth Management
California
CPBTD
988
Central Pacific Bank - Trust Division
Hawaii
GWM
989
Greenline Wealth Management
Florida
MAM
990
Marquette Asset Management
Minnesota
AEPWM
991
Atlantic Edge Private Wealth Management
Florida
RF
992
Roxbury Financial
New Jersey
MHR
993
Matthew Hamilton Rosenberg
M
994
MOTCO
Texas
TM
995
Torren Management
California
FHA
996
Flagship Harbor Advisors
Massachusetts
CIAS
997
CBIZ Investment Advisory Services
Ohio
TCM
998
TD Capital Management
Tennessee
PIS
999
POM Investment Strategies
North Carolina
EW
1000
Elyxium Wealth
California