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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
CFB
576
Cullen/Frost Bankers
Texas
$32.5K -$555 -3 -2%
SWP
577
Strategic Wealth Partners
Ohio
$27.1K +$23.8K +129 New
AWM
578
Abound Wealth Management
Tennessee
$26K
GI
579
GAMMA Investing
California
$24.6K -$13.7K -74 -39%
MPWT
580
MassMutual Private Wealth & Trust
Connecticut
$24.6K +$2.4K +13 +13%
SC
581
SouthState Corp
Florida
$23.7K +$17.9K +97 +606%
WA
582
WPG Advisers
Maryland
$22.7K +$15K +81 +300%
CA
583
CoreCap Advisors
Michigan
$22.5K +$18.7K +101 +1,683%
TC
584
Truvestments Capital
Florida
$21.2K -$9.61K -52 -34%
BOJHT
585
Bank of Jackson Hole Trust
Wyoming
$21K
BCWM
586
Bartlett & Co Wealth Management
Ohio
$21K
BGAI
587
Bruce G. Allen Investments
Colorado
$19.7K +$14.6K +79 +527%
HFS
588
Hantz Financial Services
Michigan
$19K -$1.29K -7 -7%
ATC
589
Adirondack Trust Company
New York
$18.7K +$185 +1 +1%
HI
590
Harbour Investments
Wisconsin
$18.3K +$5.18K +28 +47%
FA
591
Financial Avengers
California
$17.8K
C
592
Covestor
United Kingdom
$17K -$15.2K -82 -50%
PFBT
593
Parkside Financial Bank & Trust
Missouri
$16K +$3.51K +19 +33%
PAI
594
Pittenger & Anderson Inc
Nebraska
$15.8K -$1.85K -10 -12%
RFG
595
REAP Financial Group
Texas
$15.7K +$13.9K +75 New
RF
596
Rossby Financial
Florida
$15.1K +$13.3K +72 New
BBHC
597
Brown Brothers Harriman & Co
New York
$14.5K +$10.5K +57 +475%
WIM
598
Westside Investment Management
California
$13.8K +$10.2K +55 +458%
FFO
599
Fortitude Family Office
Arizona
$13.6K +$11.1K +60 +1,200%
PFG
600
Putney Financial Group
California
$12.6K

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.