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692 hedge funds and large institutions have $14.5B invested in MongoDB in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 256 increasing their positions, 229 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 107

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

19% more capital invested

Capital invested by funds: $12.2B → $14.5B (+$2.3B)

12% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 229

4% more funds holding

Funds holding: 663692 (+29)

1.17% less ownership

Funds ownership: 85.75%84.58% (-1.2%)

35% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $2.16B

Holders
692
Holders Change
+29
Holders Change %
+4.37%
% of All Funds
9.11%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
144
Increased
256
Reduced
229
Closed
107
Calls
$1.4B
Puts
$2.16B
Net Calls
-$758M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
376
Allianz Asset Management
Germany
$727K -$13.3M -71,880 -95%
SS
377
SBI Securities
Japan
$718K +$148K +800 +31%
FPAS
378
Focus Partners Advisor Solutions
Missouri
$718K +$632K +3,419 New
IWC
379
Integrated Wealth Concepts
Massachusetts
$717K +$379K +2,052 +151%
M
380
MATAURO
New York
$715K +$630K +3,406 New
WCM
381
Washington Capital Management
Washington
$714K +$111K +600 +21%
CWM
382
CIBC World Markets
New York
$710K -$1.48K -8 -0.2%
MWA
383
MN Wealth Advisors
Kansas
$707K -$15.2K -82 -2%
Principal Financial Group
384
Principal Financial Group
Iowa
$706K -$265K -1,434 -30%
US Bancorp
385
US Bancorp
Minnesota
$695K -$56.4K -305 -8%
Allspring Global Investments
386
Allspring Global Investments
North Carolina
$691K +$29.2K +158 +5%
BEI
387
Benjamin Edwards Inc
Missouri
$685K -$924 -5 -0.2%
MGP
388
Metis Global Partners
California
$677K +$112K +604 +23%
AWM
389
AE Wealth Management
Kansas
$673K -$66K -357 -10%
SPA
390
Sherbrooke Park Advisers
New York
$667K +$587K +3,177 New
CIBC Asset Management
391
CIBC Asset Management
Ontario, Canada
$665K -$2.37M -12,826 -80%
TMAM
392
Tokio Marine Asset Management
Japan
$656K +$97.2K +526 +20%
DC
393
Davenport & Co
Virginia
$653K -$80.6K -436 -12%
CF
394
Centaurus Financial
California
$634K +$55.5K +300 +11%
HIIFS
395
Harel Insurance Investments & Financial Services
Israel
$630K -$7.76K -42 -1%
GCM
396
Greenland Capital Management
New York
$630K +$555K +3,000 New
PWM
397
Palacios Wealth Management
Florida
$615K +$112K +605 +26%
OIAM
398
OFI Invest Asset Management
France
$608K -$55.8K -302 -8%
Northwestern Mutual Wealth Management
399
Northwestern Mutual Wealth Management
Wisconsin
$606K +$126K +684 +31%
M&T Bank
400
M&T Bank
New York
$604K +$66.2K +358 +14%

MDB Hedge Fund Activity: Q2 2025 in Review

692 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2025, worth a combined $14.5B — up 19% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new MDB positions and 107 closed out — a net gain of 37 holders — while 256 added to existing stakes and 229 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $198M. The largest seller was JP Morgan Chase, cutting an estimated $385M.

  • 692 institutional investors held MongoDB (MDB) as of Q2 2025, up from 663 in Q1 2025.
  • Funds reported $14.5B of MongoDB stock for Q2 2025, up 19% quarter-over-quarter.
  • 144 funds opened new MongoDB positions in Q2 2025 and 107 closed out, a net change of +37 holders.
  • The largest MongoDB buyer in Q2 2025 was AQR Capital Management, an estimated $198M added.
  • The largest MongoDB seller in Q2 2025 was JP Morgan Chase, an estimated $385M sold.

Based on aggregated 13F filings for Q2 2025.