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MongoDB
MDB

Overview Fund Activity

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

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$233M
2
Morgan Stanley
Morgan Stanley
New York
$375M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.8B
4
Fidelity International
Fidelity International
Bermuda
$496M
5
VH
ValueAct Holdings
California
$145M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$353M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$30.1M
3
BlackRock
BlackRock
New York
$1.01B
4
Franklin Resources
Franklin Resources
California
$143M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
DWM
626
Darwin Wealth Management
Florida
$3.99K -$1.26K -6 -24%
ADL
627
Asset Dedication LLC
California
$3.36K -$18.1K -86 -84%
TCM
628
TD Capital Management
Tennessee
$3.36K +$3.15K +15 +1,500%
MWM
629
Mascoma Wealth Management
New Hampshire
$3.15K – – –
TVWM
630
Tower View Wealth Management
Wisconsin
$3.15K – – –
PPC
631
Park Place Capital
Alabama
$3.09K – – –
CTB
632
Country Trust Bank
Illinois
$2.73K +$2.73K +13 New
TCOV
633
Trust Company of Vermont
Vermont
$2.52K – – –
AWM
634
Atticus Wealth Management
Florida
$2.52K +$210 +1 +9%
BF
635
BOK Financial
Oklahoma
$2.31K -$737K -3,509 -100%
SIC
636
Salem Investment Counselors
North Carolina
$2.31K – – –
CIAM
637
Caitong International Asset Management
Hong Kong
$2.31K +$2.31K +11 New
RI
638
Ridgewood Investments
New Jersey
$2.1K – – –
GWSG
639
GPS Wealth Strategies Group
Colorado
$2.1K – – –
BCH
640
Berkshire Capital Holdings
California
$2.1K – – –
LWMI
641
Legacy Wealth Management (Idaho)
Idaho
$2.1K – – –
CH
642
Cromwell Holdings
Wyoming
$2.1K +$1.68K +8 +400%
AWM
643
Activest Wealth Management
Florida
$2.1K +$2.1K +10 New
LIS
644
Legacy Investment Solutions
Idaho
$2.1K +$2.1K +10 New
HWM
645
Hemington Wealth Management
Virginia
$2K +$1.39K +9 +225%
NS
646
NBC Securities
Alabama
$2K +$2K +13 New
CTC
647
Central Trust Company
Missouri
$1.68K -$21K -100 -93%
S
648
Sachetta
Massachusetts
$1.68K +$1.68K +8 New
AAS
649
Ameritas Advisory Services
Nebraska
$1.68K +$1.68K +8 New
RAM
650
Riggs Asset Management
Pennsylvania
$1.68K +$1.68K +8 New
24 25
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