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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 %
BGAI
601
Bruce G. Allen Investments
Colorado
$2.63K +$2.63K +15 New
PPC
602
Park Place Capital
Alabama
$2.63K +$2.63K +15 New
MWM
603
Mascoma Wealth Management
New Hampshire
$2.63K +$2.63K +15 New
HCP
604
Hexagon Capital Partners
Arkansas
$2.46K -$9.82K -56 -80%
WA
605
Whipplewood Advisors
Colorado
$2.46K +$546 +4 +29%
WIM
606
Westside Investment Management
California
$2.12K – – –
BBHC
607
Brown Brothers Harriman & Co
New York
$2.11K -$1.93K -11 -48%
TCOV
608
Trust Company of Vermont
Vermont
$2.11K – – –
PTC
609
Private Trust Company
Ohio
$2.11K +$175 +1 +9%
SO
610
Sierra Ocean
California
$2.11K +$1.05K +6 +100%
AWM
611
Atticus Wealth Management
Florida
$1.93K – – –
SIC
612
Salem Investment Counselors
North Carolina
$1.93K – – –
MCM
613
MV Capital Management
Maryland
$1.75K -$1.05K -6 -38%
GWSG
614
GPS Wealth Strategies Group
Colorado
$1.75K – – –
RA
615
Rise Advisors
New York
$1.75K – – –
LWMI
616
Legacy Wealth Management (Idaho)
Idaho
$1.75K – – –
RI
617
Ridgewood Investments
New Jersey
$1.75K – – –
BCH
618
Berkshire Capital Holdings
California
$1.75K – – –
JWA
619
JFS Wealth Advisors
Pennsylvania
$1.75K +$175 +1 +11%
AG
620
AmeriFlex Group
Nevada
$1.58K – – –
BWL
621
Bogart Wealth LLC
Virginia
$1.58K +$1.58K +9 New
VWA
622
Valued Wealth Advisors
Utah
$1.23K – – –
CA
623
CoreCap Advisors
Michigan
$1.08K +$180 +1 +20%
CSC
624
Caldwell Sutter Capital
California
$1.05K – – –
TPCW
625
TD Private Client Wealth
New York
$1.05K +$175 +1 +20%
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25
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