We are live on ! Find out more

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
SA
401
Sanctuary Advisors
Indiana
$451K +$28.5K +117 +5%
AFC
402
AFT Forsyth & Company
Florida
$451K -$245K -1,005 -28%
M&T Bank
403
M&T Bank
New York
$442K -$126K -519 -17%
LIA
404
LBMC Investment Advisors
Tennessee
$439K
EOJOAM
405
E. Ohman J:or Asset Management
Sweden
$439K +$609K +2,500 New
KAM
406
Kazazian Asset Management
Florida
$435K -$682K -2,800 -53%
IA
407
IFP Advisors
Florida
$432K +$203K +833 +51%
TPW
408
Transatlantique Private Wealth
New York
$431K -$199K -816 -25%
KI
409
Keystone Investors
Singapore
$430K +$597K +2,451 New
BOSSRA
410
B.O.S.S. Retirement Advisors
Utah
$430K -$38K -156 -6%
AIP
411
Ameritas Investment Partners
Nebraska
$428K +$21.4K +88 +4%
IG
412
ING Group
Netherlands
$425K +$150K +617 +34%
LCM
413
Landscape Capital Management
New Jersey
$421K +$586K +2,403 New
PNC Financial Services Group
414
PNC Financial Services Group
Pennsylvania
$415K +$106K +435 +23%
PCM
415
Princeton Capital Management
New Jersey
$412K -$27.8K -114 -5%
VA
416
Vident Advisory
Georgia
$409K +$117K +479 +26%
PWM
417
Palacios Wealth Management
Florida
$408K -$21.9K -90 -4%
KAS
418
Kestra Advisory Services
Texas
$401K +$167K +686 +43%
Mercer Global Advisors
419
Mercer Global Advisors
Colorado
$400K +$66.5K +273 +14%
PWM
420
Perigon Wealth Management
California
$400K -$60.4K -248 -10%
PVI
421
Pine Valley Investments
New Jersey
$399K -$6.09K -25 -1%
Credit Agricole
422
Credit Agricole
France
$397K -$377K -1,548 -41%
AAMU
423
APG Asset Management US
New York
$389K
APG Asset Management
424
APG Asset Management
Netherlands
$388K -$251K -1,028 -30%
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$386K +$322K +1,320 +149%

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.