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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
LS
551
Livforsakringsbolaget Skandia
Sweden
$117K
SPIA
552
Steward Partners Investment Advisory
New York
$110K -$38.8K -210 -29%
MYIA
553
Mount Yale Investment Advisors
Colorado
$105K +$92.2K +499 New
WSFS
554
Wilmington Savings Fund Society
Delaware
$104K +$56.6K +306 +161%
FHA
555
First Horizon Advisors
Tennessee
$103K +$22.7K +123 +33%
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$79.8K
HFM
557
Harvest Fund Management
China
$72K -$806K -4,360 -93%
CM
558
Capula Management
Cayman Islands
$71.8K +$63.2K +342 New
MCM
559
Manchester Capital Management
Vermont
$71K -$8.5K -46 -12%
VSQM
560
V-Square Quantitative Management
Illinois
$67.4K -$51.9K -281 -47%
PWA
561
Provenance Wealth Advisors
Florida
$63K -$42K -227 -43%
EAM
562
Erste Asset Management
Austria
$63K -$1.49M -8,054 -96%
AAP
563
Arax Advisory Partners
Colorado
$56.3K +$22K +119 +80%
GRP
564
Global Retirement Partners
California
$55.6K +$49K +265 New
WTC
565
WhitTier Trust Company
Nevada
$50.2K -$22.7K -123 -34%
CFO
566
CVA Family Office
Colorado
$48.7K +$6.29K +34 +17%
GWM
567
Geneos Wealth Management
Colorado
$46.4K +$13.7K +74 +50%
LFG
568
Larson Financial Group
Missouri
$44.5K +$34.4K +186 +715%
TWD
569
True Wealth Design
Ohio
$43.5K +$35.3K +191 +1,194%
MCM
570
MAI Capital Management
Ohio
$39K +$13.1K +71 +62%
SAM
571
Smartleaf Asset Management
Massachusetts
$37.6K -$22.2K -120 -40%
MA
572
Montag & Associates
Georgia
$35.9K +$18.7K +101 +144%
PC
573
Promus Capital
Illinois
$35.9K +$31.6K +171 New
SBFM
574
S-Bank Fund Management
Finland
$34.6K +$6.47K +35 +27%
VIS
575
Vega Investment Solutions
France
$34.4K -$53.2K -288 -64%

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.