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692 hedge funds and large institutions have $14.5B invested in MongoDB in 2025 Q2 according to their latest regulatory filings, with 144 funds opening new positions, 256 increasing their positions, 229 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 107

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

19% more capital invested

Capital invested by funds: $12.2B → $14.5B (+$2.3B)

12% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 229

4% more funds holding

Funds holding: 663692 (+29)

1.17% less ownership

Funds ownership: 85.75%84.58% (-1.2%)

35% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $2.16B

Holders
692
Holders Change
+29
Holders Change %
+4.37%
% of All Funds
9.11%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
144
Increased
256
Reduced
229
Closed
107
Calls
$1.4B
Puts
$2.16B
Net Calls
-$758M
Net Calls Change
-$230M
Name Holding Trade Value Shares
Change
Change in
Stake
UWP
526
Uniting Wealth Partners
Kansas
$210K -$185K -1,000 -50%
CA
527
Cache Advisors
California
$210K +$185K +1,000 New
WTG
528
West Tower Group
Virginia
$210K +$185K +1,000 New
SIA
529
SeaBridge Investment Advisors
New Jersey
$209K +$184K +995 New
YCM
530
Yousif Capital Management
Michigan
$209K +$184K +994 New
NL
531
NWAM LLC
Washington
$207K +$161K +869 New
AG
532
Ascent Group
Virginia
$202K +$178K +964 New
AAS
533
Avantax Advisory Services
Texas
$202K +$178K +961 New
AF
534
Allworth Financial
California
$199K +$71.9K +389 +70%
TPWA
535
Twin Peaks Wealth Advisors
California
$198K +$176K +951 New
FIA
536
FNY Investment Advisers
New York
$196K +$173K +935 New
WT
537
Whittier Trust
California
$192K -$97.2K -526 -37%
MAM
538
Morse Asset Management
Connecticut
$187K -$43.4K -235 -21%
VC
539
Vestor Capital
Illinois
$166K +$124K +670 New
Nisa Investment Advisors
540
Nisa Investment Advisors
Missouri
$158K -$8.69K -47 -6%
RS
541
Rakuten Securities
Japan
$151K +$5.36K +29 +4%
FP
542
Financial Perspectives
Minnesota
$146K
ERSOT
543
Employees Retirement System of Texas
Texas
$141K +$124K +671 New
OAM
544
Ostrum Asset Management
France
$139K -$87.1K -471 -42%
A
545
AlphaQuest
New York
$136K +$86.5K +468 +257%
SOW
546
State of Wyoming
Wyoming
$135K +$53.4K +289 +82%
BIG
547
Brooklyn Investment Group
New York
$133K +$41.6K +225 +55%
T
548
Tidemark
California
$132K -$10.4K -56 -8%
EMFAT
549
Emerald Mutual Fund Advisers Trust
Pennsylvania
$128K -$5.92K -32 -5%
Fifth Third Bancorp
550
Fifth Third Bancorp
Ohio
$119K

MDB Hedge Fund Activity: Q2 2025 in Review

692 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2025, worth a combined $14.5B — up 19% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new MDB positions and 107 closed out — a net gain of 37 holders — while 256 added to existing stakes and 229 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $198M. The largest seller was JP Morgan Chase, cutting an estimated $385M.

  • 692 institutional investors held MongoDB (MDB) as of Q2 2025, up from 663 in Q1 2025.
  • Funds reported $14.5B of MongoDB stock for Q2 2025, up 19% quarter-over-quarter.
  • 144 funds opened new MongoDB positions in Q2 2025 and 107 closed out, a net change of +37 holders.
  • The largest MongoDB buyer in Q2 2025 was AQR Capital Management, an estimated $198M added.
  • The largest MongoDB seller in Q2 2025 was JP Morgan Chase, an estimated $385M sold.

Based on aggregated 13F filings for Q2 2025.