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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
BWL
601
Bogart Wealth LLC
Virginia
$11.1K +$8.13K +44 +489%
FRA
602
Front Row Advisors
California
$10.5K
SC
603
Swan Capital
Florida
$10.5K
BCM
604
Boreal Capital Management
Florida
$10.5K +$9.24K +50 New
APW
605
Aventura Private Wealth
Florida
$9.87K -$12.8K -69 -59%
LB
606
Legacy Bridge
Iowa
$9.87K
HNB
607
Huntington National Bank
Ohio
$9.66K +$2.03K +11 +31%
CAL
608
Capital Advisors Ltd
Ohio
$9K +$3.33K +18 +67%
HIA
609
Harbor Investment Advisory
Maryland
$8.82K -$4.07K -22 -34%
PWAM
610
Private Wealth Asset Management
Iowa
$8.82K -$739 -4 -9%
Fuller & Thaler Asset Management
611
Fuller & Thaler Asset Management
California
$8.19K +$7.21K +39 New
NCM
612
Northwest Capital Management
Oregon
$7.98K
GBT
613
Grove Bank & Trust
Florida
$7.98K +$3.51K +19 +100%
Federated Hermes
614
Federated Hermes
Pennsylvania
$7.56K -$1.85M -9,995 -100%
TCM
615
Tradewinds Capital Management
Washington
$6.51K +$555 +3 +11%
EB
616
Eastern Bank
Massachusetts
$6.3K
MSG
617
Main Street Group
Virginia
$6.3K
Kayne Anderson Rudnick Investment Management
618
Kayne Anderson Rudnick Investment Management
California
$6.09K -$387K -2,091 -99%
CA
619
Clearstead Advisors
Ohio
$6.09K -$23.1K -125 -81%
CAM
620
Creekmur Asset Management
Illinois
$5.88K
BIA
621
Bell Investment Advisors
California
$5.67K +$555 +3 +13%
AW
622
Avion Wealth
Texas
$5K -$2.77K -15 -36%
MCM
623
MV Capital Management
Maryland
$4.62K +$2.22K +12 +120%
CIA
624
Cape Investment Advisory
Georgia
$4.62K +$4.07K +22 New
MMCM
625
Murphy & Mullick Capital Management
New York
$4.48K

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.