683 hedge funds and large institutions have $14.4B invested in MongoDB in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 649683 (+34)

0.15% less ownership

Funds ownership: 84.35%84.19% (-0.15%)

35% less call options, than puts

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

Holders
683
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.4B
Puts
$2.16B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
551
Manchester Capital Management
Vermont
$71K
VSQM
552
V-Square Quantitative Management
Illinois
$67.4K
PWA
553
Provenance Wealth Advisors
Florida
$63K
EAM
554
Erste Asset Management
Austria
$63K
AAP
555
Arax Advisory Partners
Colorado
$56.3K
GRP
556
Global Retirement Partners
California
$55.6K
WTC
557
WhitTier Trust Company
Nevada
$50.2K
CFO
558
CVA Family Office
Colorado
$48.7K
GWM
559
Geneos Wealth Management
Colorado
$46.4K
LFG
560
Larson Financial Group
Missouri
$44.5K
TWD
561
True Wealth Design
Ohio
$43.5K
MCM
562
MAI Capital Management
Ohio
$39K
SAM
563
Smartleaf Asset Management
Massachusetts
$37.6K
MA
564
Montag & Associates
Georgia
$35.9K
PC
565
Promus Capital
Illinois
$35.9K
SBFM
566
S-Bank Fund Management
Finland
$34.6K
VIS
567
Vega Investment Solutions
France
$34.4K
CFB
568
Cullen/Frost Bankers
Texas
$32.5K
SWP
569
Strategic Wealth Partners
Ohio
$27.1K
AWM
570
Abound Wealth Management
Tennessee
$26K
GI
571
GAMMA Investing
California
$24.6K
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$24.6K
SC
573
SouthState Corp
Florida
$23.7K
WA
574
WPG Advisers
Maryland
$22.7K
CA
575
CoreCap Advisors
Michigan
$22.5K