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 %
TC
576
Truvestments Capital
Florida
$21.2K -$10.9K -52 -34%
BCWM
577
Bartlett & Co Wealth Management
Ohio
$21K
BOJHT
578
Bank of Jackson Hole Trust
Wyoming
$21K
BGAI
579
Bruce G. Allen Investments
Colorado
$19.7K +$16.6K +79 +527%
HFS
580
Hantz Financial Services
Michigan
$19K -$1.45K -7 -7%
ATC
581
Adirondack Trust Company
New York
$18.7K +$210 +1 +1%
HI
582
Harbour Investments
Wisconsin
$18.3K +$5.88K +28 +47%
FA
583
Financial Avengers
California
$17.8K
C
584
Covestor
United Kingdom
$17K -$17K -82 -50%
PFBT
585
Parkside Financial Bank & Trust
Missouri
$16K +$3.99K +19 +33%
PAI
586
Pittenger & Anderson Inc
Nebraska
$15.8K -$2.1K -10 -12%
RFG
587
REAP Financial Group
Texas
$15.7K +$15.7K +75 New
RF
588
Rossby Financial
Florida
$15.1K +$15.1K +72 New
BBHC
589
Brown Brothers Harriman & Co
New York
$14.5K +$12K +57 +475%
WIM
590
Westside Investment Management
California
$13.8K +$11.3K +55 +458%
FFO
591
Fortitude Family Office
Arizona
$13.6K +$12.6K +60 +1,200%
PFG
592
Putney Financial Group
California
$12.6K
BWL
593
Bogart Wealth LLC
Virginia
$11.1K +$9.24K +44 +489%
FRA
594
Front Row Advisors
California
$10.5K
SC
595
Swan Capital
Florida
$10.5K
BCM
596
Boreal Capital Management
Florida
$10.5K +$10.5K +50 New
LB
597
Legacy Bridge
Iowa
$9.87K
HNB
598
Huntington National Bank
Ohio
$9.66K +$2.31K +11 +31%
CAL
599
Capital Advisors Ltd
Ohio
$9K +$3.6K +18 +67%
HIA
600
Harbor Investment Advisory
Maryland
$8.82K -$4.62K -22 -34%