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663 hedge funds and large institutions have $12.2B invested in MongoDB in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 276 increasing their positions, 205 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

35% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 205

2.47% less ownership

Funds ownership: 88.22%85.75% (-2.5%)

7% less funds holding

Funds holding: 712663 (-49)

20% less capital invested

Capital invested by funds: $15.3B → $12.2B (-$3.11B)

28% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 142

30% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.73B

Holders
663
Holders Change
-49
Holders Change %
-6.88%
% of All Funds
8.89%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
102
Increased
276
Reduced
205
Closed
142
Calls
$1.21B
Puts
$1.73B
Net Calls
-$528M
Net Calls Change
+$507M
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
576
Front Row Advisors
California
$8.77K
SC
577
Swan Capital
Florida
$8.77K
WPWM
578
Western Pacific Wealth Management
Illinois
$8.77K
RAM
579
Ramirez Asset Management
New York
$8.77K +$12.2K +50 New
LB
580
Legacy Bridge
Iowa
$8.24K
PWAM
581
Private Wealth Asset Management
Iowa
$8.07K +$11.2K +46 New
WWM
582
Wolff Wiese Magana
California
$7.89K -$3.17K -13 -22%
VWA
583
VSM Wealth Advisory
Maryland
$7.89K +$11K +45 New
NCM
584
Northwest Capital Management
Oregon
$6.67K
HNB
585
Huntington National Bank
Ohio
$6.14K +$2.92K +12 +52%
DWM
586
Darwin Wealth Management
Florida
$5.94K
LI
587
LRI Investments
Florida
$5.79K
EB
588
Eastern Bank
Massachusetts
$5.26K
MSG
589
Main Street Group
Virginia
$5.26K
SCB
590
Saudi Central Bank
Saudi Arabia
$5.09K +$7.07K +29 New
CAL
591
Capital Advisors Ltd
Ohio
$5K -$11.5K -47 -64%
TCM
592
Tradewinds Capital Management
Washington
$4.91K +$1.22K +5 +22%
CAM
593
Creekmur Asset Management
Illinois
$4.91K
CPG
594
Cornerstone Planning Group
New Jersey
$4.88K +$1.71K +7 +30%
WA
595
WPG Advisers
Maryland
$4.74K -$10.2K -42 -61%
WBC
596
West Branch Capital
Massachusetts
$4.56K +$6.34K +26 New
LFG
597
Larson Financial Group
Missouri
$4.56K -$12.2K -50 -66%
CAWM
598
Capital A Wealth Management
Pennsylvania
$4.56K
CW
599
Curio Wealth
Maryland
$4.42K +$244 +1 New
SWM
600
Spire Wealth Management
Virginia
$4.38K +$4.14K +17 +213%

MDB Hedge Fund Activity: Q1 2025 in Review

663 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2025, worth a combined $12.2B — down 20% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of MDB and 102 opened new positions — a net loss of 40 holders — while 205 trimmed existing stakes and 276 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $397M. The largest seller was Fidelity Investments, cutting an estimated $582M.

  • 663 institutional investors held MongoDB (MDB) as of Q1 2025, down from 712 in Q4 2024.
  • Funds reported $12.2B of MongoDB stock for Q1 2025, down 20% quarter-over-quarter.
  • 102 funds opened new MongoDB positions in Q1 2025 and 142 closed out, a net change of -40 holders.
  • The largest MongoDB buyer in Q1 2025 was Fidelity International, an estimated $397M added.
  • The largest MongoDB seller in Q1 2025 was Fidelity Investments, an estimated $582M sold.

Based on aggregated 13F filings for Q1 2025.