649 hedge funds and large institutions have $12B invested in MongoDB in 2025 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 271 increasing their positions, 198 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
-55
Holders Change %
-7.81%
% of All Funds
8.82%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
100
Increased
271
Reduced
198
Closed
143
Calls
$1.21B
Puts
$1.73B
Net Calls
-$528M
Net Calls Change
+$507M
Name Holding Trade Value Shares
Change
Shares
Change %
GCP
351
Garda Capital Partners
Minnesota
$657K +$657K +3,745 New
AM
352
AGF Management
Ontario, Canada
$634K -$491K -2,799 -44%
US Bancorp
353
US Bancorp
Minnesota
$634K -$101K -577 -14%
Carson Wealth (CWM LLC)
354
Carson Wealth (CWM LLC)
Nebraska
$633K +$50.7K +289 +9%
MMEA
355
Main Management ETF Advisors
California
$632K +$632K +3,605 New
BGA
356
Battery Global Advisors
Massachusetts
$630K +$271K +1,545 +76%
AWM
357
AE Wealth Management
Kansas
$625K -$125K -712 -17%
DC
358
Davenport & Co
Virginia
$622K +$140K +796 +29%
AIP
359
Arrowpoint Investment Partners
Singapore
$621K +$440K +2,510 +244%
TSWM
360
Tyler-Stone Wealth Management
Ohio
$618K -$1.75K -10 -0.3%
BF
361
BOK Financial
Oklahoma
$617K -$158K -902 -20%
FDCDDQ
362
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K +$104K +594 +20%
BM
363
Brandywine Managers
Delaware
$614K +$113K +642 +22%
MWA
364
MN Wealth Advisors
Kansas
$605K -$116K -663 -16%
PD
365
Point72 (DIFC)
United Arab Emirates
$604K -$297K -1,694 -33%
OIAM
366
OFI Invest Asset Management
France
$601K +$419K +2,578 +229%
CWM
367
CIBC World Markets
New York
$594K -$279K -1,591 -32%
BFM
368
Boothbay Fund Management
New York
$588K -$1.18M -6,712 -67%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$587K -$98.4K -561 -14%
IIM
370
INTECH Investment Management
Florida
$573K +$88.6K +505 +18%
BEI
371
Benjamin Edwards Inc
Missouri
$573K -$1.58K -9 -0.3%
Allspring Global Investments
372
Allspring Global Investments
North Carolina
$564K -$33.2M -187,919 -98%
BCV
373
Banque Cantonale Vaudoise
Switzerland
$548K +$548K +3,124 New
HIIFS
374
Harel Insurance Investments & Financial Services
Israel
$534K +$525K +2,993 +6,108%
WS
375
Wedbush Securities
California
$530K +$13.5K +77 +3%