We are live on ! Find out more
MDB icon

MongoDB

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
FHA
526
First Horizon Advisors
Tennessee
$64.7K -$28.5K -117 -24%
AAM
527
Advisors Asset Management
Colorado
$63.8K +$3.41K +14 +4%
WTC
528
WhitTier Trust Company
Nevada
$63.5K -$75.5K -310 -46%
LWCFA
529
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$61.8K
SOW
530
State of Wyoming
Wyoming
$61.7K +$85.8K +352 New
JFGIW
531
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.7K +$76K +312 New
SAM
532
Smartleaf Asset Management
Massachusetts
$53.2K -$17.3K -71 -19%
LWANC
533
Laurel Wealth Advisors (North Carolina)
North Carolina
$53.1K
GWM
534
Geneos Wealth Management
Colorado
$51.4K +$16.3K +67 +84%
National Pension Service
535
National Pension Service
South Korea
$48.6K -$28.3M -116,157 -100%
HI
536
Horizon Investments
North Carolina
$41.7K +$487 +2 +0.8%
WBC
537
Westpac Banking Corp
Australia
$36.8K
Optiver Holding
538
Optiver Holding
Netherlands
$34.9K -$675K -2,769 -93%
CFO
539
CVA Family Office
Colorado
$34.7K +$3.41K +14 +8%
GI
540
GAMMA Investing
California
$33.5K +$4.87K +20 +12%
WSFS
541
Wilmington Savings Fund Society
Delaware
$33.3K +$11.9K +49 +35%
A
542
AlphaQuest
New York
$31.9K -$260K -1,065 -85%
C
543
Covestor
United Kingdom
$29K -$6.34K -26 -14%
CFB
544
Cullen/Frost Bankers
Texas
$27.7K +$29.2K +120 +316%
LC
545
Lindbrook Capital
California
$27.2K -$28.5K -117 -43%
CA
546
Clearstead Advisors
Ohio
$27K -$7.8K -32 -17%
TC
547
Truvestments Capital
Florida
$26.8K -$36.3K -149 -49%
BOJHT
548
Bank of Jackson Hole Trust
Wyoming
$26.7K
HCM
549
Hollencrest Capital Management
California
$26.3K +$36.6K +150 New
AAP
550
Arax Advisory Partners
Colorado
$26.1K +$11.2K +46 +45%

MDB Hedge Fund Activity: Q1 2025 in Review

663 of the 7,458 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.