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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 %
CFO
526
CVA Family Office
Colorado
$34.7K +$2.46K +14 +8%
GI
527
GAMMA Investing
California
$33.5K +$3.51K +20 +12%
WSFS
528
Wilmington Savings Fund Society
Delaware
$33.3K +$8.6K +49 +35%
A
529
AlphaQuest
New York
$31.9K -$187K -1,065 -85%
C
530
Covestor
United Kingdom
$29K -$4.6K -26 -14%
CFB
531
Cullen/Frost Bankers
Texas
$27.7K +$21K +120 +316%
LC
532
Lindbrook Capital
California
$27.2K -$20.5K -117 -43%
CA
533
Clearstead Advisors
Ohio
$27K -$5.61K -32 -17%
TC
534
Truvestments Capital
Florida
$26.8K -$26.1K -149 -49%
BOJHT
535
Bank of Jackson Hole Trust
Wyoming
$26.7K – – –
HCM
536
Hollencrest Capital Management
California
$26.3K +$26.3K +150 New
AAP
537
Arax Advisory Partners
Colorado
$26.1K +$8.07K +46 +45%
CCM
538
Cloud Capital Management
Washington
$25K +$25K +147 New
SBFM
539
S-Bank Fund Management
Finland
$22.8K +$22.8K +130 New
EWA
540
EverSource Wealth Advisors
Alabama
$21.8K -$2.63K -15 -11%
AWM
541
Abound Wealth Management
Tennessee
$21.8K – – –
AF
542
Advisornet Financial
Minnesota
$21.6K +$21.2K +121 +6,050%
MCM
543
MAI Capital Management
Ohio
$20.2K -$23.2K -132 -53%
CTC
544
Central Trust Company
Missouri
$18.9K -$2.28K -13 -11%
MPWT
545
MassMutual Private Wealth & Trust
Connecticut
$18.2K +$5.09K +29 +39%
ADL
546
Asset Dedication LLC
California
$17.9K -$1.93K -11 -10%
BCWM
547
Bartlett & Co Wealth Management
Ohio
$17.5K – – –
HFS
548
Hantz Financial Services
Michigan
$17K -$172 -1 -1%
CYG
549
Clean Yield Group
Vermont
$15.8K +$15.8K +90 New
ATC
550
Adirondack Trust Company
New York
$15.4K – – –
20 21
22
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