683 hedge funds and large institutions have $14.4B invested in MongoDB in 2025 Q2 according to their latest regulatory filings, with 147 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
683
Holders Change
+33
Holders Change %
+5.08%
% of All Funds
9.16%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
147
Increased
253
Reduced
222
Closed
104
Calls
$1.4B
Puts
$2.16B
Net Calls
-$758M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
526
Allworth Financial
California
$199K +$81.7K +389 +70%
TPWA
527
Twin Peaks Wealth Advisors
California
$198K +$198K +951 New
FIA
528
FNY Investment Advisers
New York
$196K +$196K +935 New
WT
529
Whittier Trust
California
$192K -$110K -526 -37%
MAM
530
Morse Asset Management
Connecticut
$187K -$49.3K -235 -21%
VC
531
Vestor Capital
Illinois
$166K +$166K +670 New
Nisa Investment Advisors
532
Nisa Investment Advisors
Missouri
$158K -$9.87K -47 -6%
RS
533
Rakuten Securities
Japan
$151K +$6.09K +29 +4%
FP
534
Financial Perspectives
Minnesota
$146K
ERSOT
535
Employees Retirement System of Texas
Texas
$141K +$141K +671 New
OAM
536
Ostrum Asset Management
France
$139K -$98.9K -471 -42%
A
537
AlphaQuest
New York
$136K +$98.3K +468 +257%
SOW
538
State of Wyoming
Wyoming
$135K +$60.7K +289 +82%
BIG
539
Brooklyn Investment Group
New York
$133K +$47.2K +225 +55%
T
540
Tidemark
California
$132K -$11.8K -56 -8%
EMFAT
541
Emerald Mutual Fund Advisers Trust
Pennsylvania
$128K -$6.72K -32 -5%
Fifth Third Bancorp
542
Fifth Third Bancorp
Ohio
$119K
LS
543
Livforsakringsbolaget Skandia
Sweden
$117K
SPIA
544
Steward Partners Investment Advisory
New York
$110K -$44.1K -210 -29%
MYIA
545
Mount Yale Investment Advisors
Colorado
$105K +$105K +499 New
WSFS
546
Wilmington Savings Fund Society
Delaware
$104K +$64.3K +306 +161%
FHA
547
First Horizon Advisors
Tennessee
$103K +$25.8K +123 +33%
LWCFA
548
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.8K
HFM
549
Harvest Fund Management
China
$72K -$913K -4,360 -93%
CM
550
Capula Management
Cayman Islands
$71.8K +$71.8K +342 New