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 %
PWAM
601
Private Wealth Asset Management
Iowa
$8.82K -$840 -4 -9%
Fuller & Thaler Asset Management
602
Fuller & Thaler Asset Management
California
$8.19K +$8.19K +39 New
NCM
603
Northwest Capital Management
Oregon
$7.98K
GBT
604
Grove Bank & Trust
Florida
$7.98K +$3.99K +19 +100%
Federated Hermes
605
Federated Hermes
Pennsylvania
$7.56K -$2.1M -9,995 -100%
TCM
606
Tradewinds Capital Management
Washington
$6.51K +$630 +3 +11%
MSG
607
Main Street Group
Virginia
$6.3K
EB
608
Eastern Bank
Massachusetts
$6.3K
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$6.09K -$439K -2,091 -99%
CA
610
Clearstead Advisors
Ohio
$6.09K -$26.3K -125 -81%
CAM
611
Creekmur Asset Management
Illinois
$5.88K
BIA
612
Bell Investment Advisors
California
$5.67K +$630 +3 +13%
AW
613
Avion Wealth
Texas
$5K -$2.78K -15 -36%
MCM
614
MV Capital Management
Maryland
$4.62K +$2.52K +12 +120%
CIA
615
Cape Investment Advisory
Georgia
$4.62K +$4.62K +22 New
MMCM
616
Murphy & Mullick Capital Management
New York
$4.48K
PWMG
617
Private Wealth Management Group
New Jersey
$4.2K
SIS
618
Sound Income Strategies
Florida
$4.2K
WA
619
Whipplewood Advisors
Colorado
$4.2K +$420 +2 +11%
PTC
620
Private Trust Company
Ohio
$4.2K +$1.68K +8 +67%
CIAS
621
CBIZ Investment Advisory Services
Ohio
$3.99K -$210 -1 -5%
RA
622
Rise Advisors
New York
$3.99K +$1.89K +9 +90%
BI
623
Binnacle Investments
Iowa
$3.99K +$3.57K +17 +850%
CW
624
Curio Wealth
Maryland
$3.99K +$3.78K +18 +1,800%
LFA
625
LGT Financial Advisors
Texas
$3.99K +$3.99K +19 New