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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 %
EB
576
Eastern Bank
Massachusetts
$5.26K – – –
SCB
577
Saudi Central Bank
Saudi Arabia
$5.09K +$5.09K +29 New
CAL
578
Capital Advisors Ltd
Ohio
$5K -$8.7K -47 -64%
TCM
579
Tradewinds Capital Management
Washington
$4.91K +$877 +5 +22%
CAM
580
Creekmur Asset Management
Illinois
$4.91K – – –
CPG
581
Cornerstone Planning Group
New Jersey
$4.88K +$1.14K +7 +30%
WA
582
WPG Advisers
Maryland
$4.74K -$7.37K -42 -61%
WBC
583
West Branch Capital
Massachusetts
$4.56K +$4.56K +26 New
LFG
584
Larson Financial Group
Missouri
$4.56K -$8.77K -50 -66%
CAWM
585
Capital A Wealth Management
Pennsylvania
$4.56K – – –
CW
586
Curio Wealth
Maryland
$4.42K +$4.42K +1 New
SWM
587
Spire Wealth Management
Virginia
$4.39K +$2.98K +17 +213%
BIA
588
Bell Investment Advisors
California
$4.21K -$877 -5 -17%
EFMH
589
E Fund Management (HK)
Hong Kong
$4K +$3K +18 +300%
OP
590
ORG Partners
Indiana
$3.71K +$3.71K +21 New
PWMG
591
Private Wealth Management Group
New Jersey
$3.51K – – –
SIS
592
Sound Income Strategies
Florida
$3.51K +$351 +2 +11%
CIAS
593
CBIZ Investment Advisory Services
Ohio
$3.51K +$2.46K +14 +233%
MMCM
594
Murphy & Mullick Capital Management
New York
$3.51K +$3.51K +20 New
GBT
595
Grove Bank & Trust
Florida
$3.33K -$4.74K -27 -59%
MG
596
Mather Group
Illinois
$3.06K -$1.26K -7 -29%
GSWM
597
Golden State Wealth Management
California
$2.98K +$351 +2 +13%
TWD
598
True Wealth Design
Ohio
$2.81K +$2.63K +15 +1,500%
SC
599
SouthState Corp
Florida
$2.81K +$2.81K +16 New
TVWM
600
Tower View Wealth Management
Wisconsin
$2.63K – – –
22 23
24
25 26