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MongoDB
MDB

Overview Fund Activity

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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$286M
2
SIM
SRS Investment Management
New York
+$245M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$203M
4
JCAM
Jericho Capital Asset Management
New York
+$162M
5
Primecap Management
Primecap Management
California
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$419M
2
Franklin Resources
Franklin Resources
California
-$147M
3
BlackRock
BlackRock
New York
-$142M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$138M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
451
Newbridge Financial Services Group
Florida
$269K +$15.8K +90 +6%
PFS
452
Prospera Financial Services
Texas
$264K +$83.7K +477 +46%
SFS
453
Sowell Financial Services
Arkansas
$263K +$263K +1,502 New
CM
454
CastleKnight Management
New York
$263K – – –
CFSG
455
Clark Financial Services Group
Missouri
$260K +$260K +1,485 New
CIC
456
Carnegie Investment Counsel
Ohio
$257K – – –
Tudor Investment Corp
457
Tudor Investment Corp
Connecticut
$254K -$15.8M -90,096 -98%
CCFM
458
Clear Creek Financial Management
Washington
$253K +$30.7K +175 +14%
WT
459
Whittier Trust
California
$252K -$190K -1,081 -43%
VI
460
Vestcor Inc
New Brunswick, Canada
$249K – – –
UM
461
UniSuper Management
Australia
$246K – – –
IWC
462
Integrated Wealth Concepts
Massachusetts
$239K +$57.3K +327 +32%
FB
463
Fulton Bank
Pennsylvania
$238K +$23.3K +133 +11%
MFAM
464
Motley Fool Asset Management
Virginia
$237K +$44.6K +254 +23%
EF
465
Empowered Funds
Pennsylvania
$226K – – –
HAG
466
HighPoint Advisor Group
Illinois
$220K -$11.7K -67 -5%
FFA
467
Farther Finance Advisors
California
$219K +$79.8K +452 +57%
PA
468
Parallel Advisors
California
$218K -$7.89K -45 -3%
AGA
469
Arkos Global Advisors
Texas
$217K +$45.3K +258 +26%
KFA
470
Krane Funds Advisors
New York
$217K +$217K +1,235 New
IAA
471
Independent Advisor Alliance
North Carolina
$217K -$28.1K -160 -11%
AP
472
Antipodes Partners
Australia
$214K +$214K +1,218 New
NW
473
NewEdge Wealth
Pennsylvania
$211K +$1.23K +7 +0.6%
C
474
Certuity
Florida
$207K +$207K +1,183 New
TRCT
475
Tower Research Capital (TRC)
New York
$206K -$1.19M -6,887 -85%
17 18
19
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