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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
BIA
601
Bell Investment Advisors
California
$4.21K -$1.22K -5 -17%
EFMH
602
E Fund Management (HK)
Hong Kong
$4K +$4.39K +18 +300%
OP
603
ORG Partners
Indiana
$3.71K +$5.12K +21 New
PWMG
604
Private Wealth Management Group
New Jersey
$3.51K
SIS
605
Sound Income Strategies
Florida
$3.51K +$487 +2 +11%
CIAS
606
CBIZ Investment Advisory Services
Ohio
$3.51K +$3.41K +14 +233%
MMCM
607
Murphy & Mullick Capital Management
New York
$3.51K +$4.87K +20 New
GBT
608
Grove Bank & Trust
Florida
$3.33K -$6.58K -27 -59%
MG
609
Mather Group
Illinois
$3.06K -$1.71K -7 -29%
GSWM
610
Golden State Wealth Management
California
$2.98K +$487 +2 +13%
TWD
611
True Wealth Design
Ohio
$2.81K +$3.65K +15 +1,500%
SC
612
SouthState Corp
Florida
$2.81K +$3.9K +16 New
TVWM
613
Tower View Wealth Management
Wisconsin
$2.63K
BGAI
614
Bruce G. Allen Investments
Colorado
$2.63K +$3.65K +15 New
MWM
615
Mascoma Wealth Management
New Hampshire
$2.63K +$3.65K +15 New
PPC
616
Park Place Capital
Alabama
$2.63K +$3.65K +15 New
HCP
617
Hexagon Capital Partners
Arkansas
$2.46K -$13.6K -56 -80%
WA
618
Whipplewood Advisors
Colorado
$2.46K +$975 +4 +29%
WIM
619
Westside Investment Management
California
$2.12K
BBHC
620
Brown Brothers Harriman & Co
New York
$2.1K -$2.68K -11 -48%
TCOV
621
Trust Company of Vermont
Vermont
$2.1K
PTC
622
Private Trust Company
Ohio
$2.1K +$244 +1 +9%
SO
623
Sierra Ocean
California
$2.1K +$1.46K +6 +100%
AWM
624
Atticus Wealth Management
Florida
$1.93K
SIC
625
Salem Investment Counselors
North Carolina
$1.93K

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.