683 hedge funds and large institutions have $14.4B invested in MongoDB in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 252 increasing their positions, 223 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 650683 (+33)

0.23% less ownership

Funds ownership: 84.35%84.12% (-0.23%)

35% less call options, than puts

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

Holders
683
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.4B
Puts
$2.16B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
376
CIBC World Markets
New York
$710K
MWA
377
MN Wealth Advisors
Kansas
$707K
Principal Financial Group
378
Principal Financial Group
Iowa
$706K
US Bancorp
379
US Bancorp
Minnesota
$695K
Allspring Global Investments
380
Allspring Global Investments
North Carolina
$691K
BEI
381
Benjamin Edwards Inc
Missouri
$685K
MGP
382
Metis Global Partners
California
$677K
AWM
383
AE Wealth Management
Kansas
$673K
SPA
384
Sherbrooke Park Advisers
New York
$667K
CIBC Asset Management
385
CIBC Asset Management
Ontario, Canada
$665K
CAM
386
Cresset Asset Management
Illinois
$659K
TMAM
387
Tokio Marine Asset Management
Japan
$656K
DC
388
Davenport & Co
Virginia
$653K
CF
389
Centaurus Financial
California
$634K
HIIFS
390
Harel Insurance Investments & Financial Services
Israel
$630K
GCM
391
Greenland Capital Management
New York
$630K
PWM
392
Palacios Wealth Management
Florida
$615K
OIAM
393
OFI Invest Asset Management
France
$608K
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$606K
M&T Bank
395
M&T Bank
New York
$604K
KAS
396
Kestra Advisory Services
Texas
$602K
QI
397
Qtron Investments
Massachusetts
$587K
PP
398
Prudential plc
United Kingdom
$580K
ECM
399
Everence Capital Management
Indiana
$567K
DILIC
400
Dai-ichi Life Insurance Company
Japan
$543K