683 hedge funds and large institutions have $14.4B invested in MongoDB in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 253 increasing their positions, 222 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 649683 (+34)

0.15% less ownership

Funds ownership: 84.35%84.19% (-0.15%)

35% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $2.16B

Holders
683
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.4B
Puts
$2.16B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWAM
601
Private Wealth Asset Management
Iowa
$8.82K
Fuller & Thaler Asset Management
602
Fuller & Thaler Asset Management
California
$8.19K
NCM
603
Northwest Capital Management
Oregon
$7.98K
GBT
604
Grove Bank & Trust
Florida
$7.98K
Federated Hermes
605
Federated Hermes
Pennsylvania
$7.56K
TCM
606
Tradewinds Capital Management
Washington
$6.51K
EB
607
Eastern Bank
Massachusetts
$6.3K
MSG
608
Main Street Group
Virginia
$6.3K
Kayne Anderson Rudnick Investment Management
609
Kayne Anderson Rudnick Investment Management
California
$6.09K
CA
610
Clearstead Advisors
Ohio
$6.09K
CAM
611
Creekmur Asset Management
Illinois
$5.88K
BIA
612
Bell Investment Advisors
California
$5.67K
AW
613
Avion Wealth
Texas
$5K
MCM
614
MV Capital Management
Maryland
$4.62K
CIA
615
Cape Investment Advisory
Georgia
$4.62K
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
PTC
620
Private Trust Company
Ohio
$4.2K
CIAS
621
CBIZ Investment Advisory Services
Ohio
$3.99K
RA
622
Rise Advisors
New York
$3.99K
BI
623
Binnacle Investments
Iowa
$3.99K
CW
624
Curio Wealth
Maryland
$3.99K
LFA
625
LGT Financial Advisors
Texas
$3.99K