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663 hedge funds and large institutions have $12.2B invested in MongoDB in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 276 increasing their positions, 205 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

35% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 205

2.47% less ownership

Funds ownership: 88.22%85.75% (-2.5%)

7% less funds holding

Funds holding: 712663 (-49)

20% less capital invested

Capital invested by funds: $15.3B → $12.2B (-$3.11B)

28% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 142

30% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.73B

Holders
663
Holders Change
-49
Holders Change %
-6.88%
% of All Funds
8.89%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
102
Increased
276
Reduced
205
Closed
142
Calls
$1.21B
Puts
$1.73B
Net Calls
-$528M
Net Calls Change
+$507M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
351
Snowden Capital Advisors
New York
$754K +$224K +921 +27%
KIA
352
Knollwood Investment Advisory
Maryland
$745K -$48.7K -200 -4%
NA
353
NewEdge Advisors
Louisiana
$743K +$367K +1,504 +55%
CMF
354
Counterpoint Mutual Funds
California
$721K +$1M +4,113 New
MYLI
355
Meiji Yasuda Life Insurance
Japan
$701K +$258K +1,060 +36%
ASN
356
Advisory Services Network
Georgia
$699K +$34.8K +143 +4%
IP
357
Intellectus Partners
California
$698K +$44.4K +182 +5%
FRM
358
Fox Run Management
Connecticut
$685K -$695K -2,854 -42%
Pathstone Holdings
359
Pathstone Holdings
New Jersey
$676K -$33.6K -138 -3%
GCP
360
Garda Capital Partners
Minnesota
$657K +$913K +3,745 New
AM
361
AGF Management
Ontario, Canada
$634K -$682K -2,799 -44%
US Bancorp
362
US Bancorp
Minnesota
$634K -$141K -577 -14%
Carson Wealth (CWM LLC)
363
Carson Wealth (CWM LLC)
Nebraska
$633K +$70.4K +289 +9%
MMEA
364
Main Management ETF Advisors
California
$632K +$878K +3,605 New
BGA
365
Battery Global Advisors
Massachusetts
$630K +$376K +1,545 +76%
AWM
366
AE Wealth Management
Kansas
$625K -$174K -712 -17%
DC
367
Davenport & Co
Virginia
$622K +$194K +796 +29%
AIP
368
Arrowpoint Investment Partners
Singapore
$621K +$612K +2,510 +244%
TSWM
369
Tyler-Stone Wealth Management
Ohio
$618K -$2.44K -10 -0.3%
BF
370
BOK Financial
Oklahoma
$617K -$220K -902 -20%
FDCDDQ
371
Federation des caisses Desjardins du Quebec
Quebec, Canada
$615K +$145K +594 +20%
BM
372
Brandywine Managers
Delaware
$614K +$156K +642 +22%
MWA
373
MN Wealth Advisors
Kansas
$605K -$162K -663 -16%
PD
374
Point72 (DIFC)
United Arab Emirates
$604K -$413K -1,694 -33%
OIAM
375
OFI Invest Asset Management
France
$601K +$628K +2,578 +229%

MDB Hedge Fund Activity: Q1 2025 in Review

663 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2025, worth a combined $12.2B — down 20% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of MDB and 102 opened new positions — a net loss of 40 holders — while 205 trimmed existing stakes and 276 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $397M. The largest seller was Fidelity Investments, cutting an estimated $582M.

  • 663 institutional investors held MongoDB (MDB) as of Q1 2025, down from 712 in Q4 2024.
  • Funds reported $12.2B of MongoDB stock for Q1 2025, down 20% quarter-over-quarter.
  • 102 funds opened new MongoDB positions in Q1 2025 and 142 closed out, a net change of -40 holders.
  • The largest MongoDB buyer in Q1 2025 was Fidelity International, an estimated $397M added.
  • The largest MongoDB seller in Q1 2025 was Fidelity Investments, an estimated $582M sold.

Based on aggregated 13F filings for Q1 2025.