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 %
AIP
401
Ameritas Investment Partners
Nebraska
$428K +$15.4K +88 +4%
IG
402
ING Group
Netherlands
$425K +$108K +617 +34%
LCM
403
Landscape Capital Management
New Jersey
$421K +$421K +2,403 New
PNC Financial Services Group
404
PNC Financial Services Group
Pennsylvania
$415K +$76.3K +435 +23%
PCM
405
Princeton Capital Management
New Jersey
$412K -$20K -114 -5%
VA
406
Vident Advisory
Georgia
$409K +$84K +479 +26%
PWM
407
Palacios Wealth Management
Florida
$408K -$15.8K -90 -4%
KAS
408
Kestra Advisory Services
Texas
$401K +$120K +686 +43%
Mercer Global Advisors
409
Mercer Global Advisors
Colorado
$400K +$47.9K +273 +14%
PWM
410
Perigon Wealth Management
California
$400K -$43.5K -248 -10%
Credit Agricole
411
Credit Agricole
France
$397K -$272K -1,548 -41%
AAMU
412
APG Asset Management US
New York
$389K
APG Asset Management
413
APG Asset Management
Netherlands
$388K -$167K -1,028 -30%
Northwestern Mutual Wealth Management
414
Northwestern Mutual Wealth Management
Wisconsin
$386K +$232K +1,320 +149%
CL
415
Choreo LLC
Illinois
$384K -$51.9K -296 -12%
TWC
416
TD Waterhouse Canada
Ontario, Canada
$373K +$98.5K +558 +36%
Kayne Anderson Rudnick Investment Management
417
Kayne Anderson Rudnick Investment Management
California
$372K -$35.1M -200,392 -99%
IMCOOI
418
Investment Management Corp of Ontario (IMCO)
Canada
$367K -$321K -1,828 -47%
KRSITF
419
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$365K +$365K +2,082 New
CB
420
Commerce Bank
Missouri
$357K -$8.24K -47 -2%
NB
421
Norinchukin Bank
Japan
$356K +$356K +2,031 New
UWP
422
Uniting Wealth Partners
Kansas
$351K -$175K -1,000 -33%
AC
423
Avestar Capital
New York
$346K -$33.7K -192 -9%
SRL
424
Scientech Research LLC
New Jersey
$334K -$289K -1,649 -46%
EFM
425
E Fund Management
China
$333K +$179K +1,023 +117%