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 %
MCM
551
Manchester Capital Management
Vermont
$71K -$9.66K -46 -12%
VSQM
552
V-Square Quantitative Management
Illinois
$67.4K -$59K -281 -47%
PWA
553
Provenance Wealth Advisors
Florida
$63K -$47.7K -227 -43%
EAM
554
Erste Asset Management
Austria
$63K -$1.69M -8,054 -96%
AAP
555
Arax Advisory Partners
Colorado
$56.3K +$25K +119 +80%
GRP
556
Global Retirement Partners
California
$55.6K +$55.6K +265 New
WTC
557
WhitTier Trust Company
Nevada
$50.2K -$25.8K -123 -34%
CFO
558
CVA Family Office
Colorado
$48.7K +$7.14K +34 +17%
GWM
559
Geneos Wealth Management
Colorado
$46.4K +$15.5K +74 +50%
LFG
560
Larson Financial Group
Missouri
$44.5K +$39.1K +186 +715%
TWD
561
True Wealth Design
Ohio
$43.5K +$40.1K +191 +1,194%
MCM
562
MAI Capital Management
Ohio
$39K +$14.9K +71 +62%
SAM
563
Smartleaf Asset Management
Massachusetts
$37.6K -$25.2K -120 -40%
MA
564
Montag & Associates
Georgia
$35.9K +$21.2K +101 +144%
PC
565
Promus Capital
Illinois
$35.9K +$35.9K +171 New
SBFM
566
S-Bank Fund Management
Finland
$34.6K +$7.35K +35 +27%
VIS
567
Vega Investment Solutions
France
$34.4K -$60.5K -288 -64%
CFB
568
Cullen/Frost Bankers
Texas
$32.5K -$630 -3 -2%
SWP
569
Strategic Wealth Partners
Ohio
$27.1K +$27.1K +129 New
AWM
570
Abound Wealth Management
Tennessee
$26K
GI
571
GAMMA Investing
California
$24.6K -$15.5K -74 -39%
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$24.6K +$2.73K +13 +13%
SC
573
SouthState Corp
Florida
$23.7K +$20.4K +97 +606%
WA
574
WPG Advisers
Maryland
$22.7K +$17K +81 +300%
CA
575
CoreCap Advisors
Michigan
$22.5K +$21.2K +101 +1,683%