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
ATFA
976
All Terrain Financial Advisors
Minnesota
PAA
977
Peregrine Asset Advisers
Oregon
HBS
978
Howard Bailey Securities
Indiana
BCM
979
Bayesian Capital Management
New York
HCM
980
Howard Capital Management
Georgia
KWM
981
Kingsview Wealth Management
Oregon
DJYG
982
David J. Yvars Group
Florida
HWA
983
HCR Wealth Advisors
California
KAS
984
Kemnay Advisory Services
New York
LWANC
985
Laurel Wealth Advisors (North Carolina)
North Carolina
MIC
986
Maxi Investments CY
Cyprus
HCM
987
Hollencrest Capital Management
California
SOAM
988
SBI Okasan Asset Management
Japan
QL
989
Quarry LP
New York
RA
990
RiverPark Advisors
New York
GTAM
991
Global Trust Asset Management
Florida
NWM
992
Navigoe Wealth Management
California
CPBTD
993
Central Pacific Bank - Trust Division
Hawaii
GWM
994
Greenline Wealth Management
Florida
MAM
995
Marquette Asset Management
Minnesota
AEPWM
996
Atlantic Edge Private Wealth Management
Florida
RF
997
Roxbury Financial
New Jersey
MHR
998
Matthew Hamilton Rosenberg
M
999
MOTCO
Texas
TM
1000
Torren Management
California