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MongoDB
MDB

Overview Fund Activity

650 hedge funds and large institutions have $12B invested in MongoDB in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 198 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-54
Holders Change %
-7.67%
% of All Funds
8.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
101
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 %
ATC
551
Adirondack Trust Company
New York
$15.4K – – –
FA
552
Financial Avengers
California
$14.9K -$2.63K -15 -15%
PAI
553
Pittenger & Anderson Inc
Nebraska
$14.9K – – –
MA
554
Montag & Associates
Georgia
$12.3K – – –
SSB
555
Sandy Spring Bank
Maryland
$11.9K -$10.3K -59 -46%
CA
556
Continuum Advisory
Idaho
$11.8K -$2.28K -13 -16%
HIA
557
Harbor Investment Advisory
Maryland
$11.2K +$526 +3 +5%
PFG
558
Putney Financial Group
California
$10.5K – – –
HI
559
Harbour Investments
Wisconsin
$10.3K -$1.75K -10 -14%
PFBT
560
Parkside Financial Bank & Trust
Missouri
$10K +$2.81K +16 +39%
CCA
561
Catalyst Capital Advisors
New York
$9.82K -$351 -2 -3%
AW
562
Avion Wealth
Texas
$9K – – –
SC
563
Swan Capital
Florida
$8.77K – – –
FRA
564
Front Row Advisors
California
$8.77K – – –
WPWM
565
Western Pacific Wealth Management
Illinois
$8.77K – – –
RAM
566
Ramirez Asset Management
New York
$8.77K +$8.77K +50 New
LB
567
Legacy Bridge
Iowa
$8.24K – – –
PWAM
568
Private Wealth Asset Management
Iowa
$8.07K +$8.07K +46 New
WWM
569
Wolff Wiese Magana
California
$7.89K -$2.28K -13 -22%
VWA
570
VSM Wealth Advisory
Maryland
$7.89K +$7.89K +45 New
NCM
571
Northwest Capital Management
Oregon
$6.67K – – –
HNB
572
Huntington National Bank
Ohio
$6.14K +$2.1K +12 +52%
DWM
573
Darwin Wealth Management
Florida
$5.94K – – –
LI
574
LRI Investments
Florida
$5.79K – – –
MSG
575
Main Street Group
Virginia
$5.26K – – –
21 22
23
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