650 hedge funds and large institutions have $12B invested in MongoDB in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 198 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-54
Holders Change %
-7.67%
% of All Funds
8.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
101
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 %
Fifth Third Bancorp
501
Fifth Third Bancorp
Ohio
$99.8K +$13.7K +78 +16%
LS
502
Livforsakringsbolaget Skandia
Sweden
$97.8K
AF
503
Allworth Financial
California
$96.8K -$3.64K -21 -4%
SW
504
SVB Wealth
Massachusetts
$96K +$96K +547 New
SAM
505
Shell Asset Management
Netherlands
$96K
PWA
506
Provenance Wealth Advisors
Florida
$92.4K +$35.6K +203 +63%
QC
507
Quent Capital
New York
$86.3K -$30.3K -173 -26%
QCG
508
Quadrant Capital Group
Ohio
$82.4K +$23.7K +135 +40%
BC
509
Bayforest Capital
United Kingdom
$79.6K -$87.9K -501 -52%
VIS
510
Vega Investment Solutions
France
$79.3K +$79.3K +452 New
BIG
511
Brooklyn Investment Group
New York
$71.4K +$50.9K +290 +248%
MCM
512
Manchester Capital Management
Vermont
$67.4K
Lazard Asset Management
513
Lazard Asset Management
New York
$66K -$695 -4 -1%
FHA
514
First Horizon Advisors
Tennessee
$64.7K -$20.5K -117 -24%
AAM
515
Advisors Asset Management
Colorado
$63.8K +$2.46K +14 +4%
WTC
516
WhitTier Trust Company
Nevada
$63.5K -$54.4K -310 -46%
LWCFA
517
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.8K
SOW
518
State of Wyoming
Wyoming
$61.7K +$61.7K +352 New
JFGIW
519
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.7K +$54.7K +312 New
SAM
520
Smartleaf Asset Management
Massachusetts
$53.2K -$12.6K -71 -19%
LWANC
521
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.1K
GWM
522
Geneos Wealth Management
Colorado
$51.4K +$23.4K +67 +84%
National Pension Service
523
National Pension Service
South Korea
$48.6K -$20.4M -116,157 -100%
HI
524
Horizon Investments
North Carolina
$41.7K +$351 +2 +0.8%
WBC
525
Westpac Banking Corp
Australia
$36.8K