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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
$245M
4
JCAM
Jericho Capital Asset Management
New York
$162M
5
Primecap Management
Primecap Management
California
$153M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$192M
2
Franklin Resources
Franklin Resources
California
$214M
3
BlackRock
BlackRock
New York
$1.06B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$13.6M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
626
Capital Analysts LLC
Pennsylvania
$1K – – –
FFO
627
Fortitude Family Office
Arizona
$877 – – –
GC
628
Garde Capital
Washington
$877 +$877 +5 New
PWA
629
Physician Wealth Advisors
Utah
$877 +$877 +5 New
CT
630
Clearstead Trust
Maine
$702 +$702 +4 New
CVM
631
Cheviot Value Management
California
$692 +$692 +4 New
PS
632
PayPay Securities
Japan
$685 -$1.83K -8 -73%
BCMLT
633
Beacon Capital Management LLC (Tennessee)
Tennessee
$526 +$526 +3 New
WPA
634
Wealth Preservation Advisors
Tennessee
$526 +$526 +3 New
HFS
635
Hughes Financial Services
Virginia
$353 +$353 +2 New
KFI
636
Key Financial Inc
Pennsylvania
$351 – – –
CWM
637
Copia Wealth Management
Oregon
$351 – – –
MSWM
638
Mowery & Schoenfeld Wealth Management
Illinois
$351 +$351 +2 New
BI
639
Binnacle Investments
Iowa
$351 +$351 +2 New
HHGA
640
Halbert Hargrove Global Advisors
California
$351 +$351 +2 New
CH
641
Cromwell Holdings
Wyoming
$351 +$351 +2 New
WW
642
Winnow Wealth
Texas
$310 – – –
TFM
643
TFC Financial Management
Massachusetts
$176 +$176 +1 New
ACA
644
American Capital Advisory
Idaho
$176 +$176 +1 New
GFPC
645
Global Financial Private Client
Florida
$175 – – –
CFD
646
Creative Financial Designs
Indiana
$175 +$175 +1 New
UB
647
UMB Bank
Missouri
$175 +$175 +1 New
TCM
648
TD Capital Management
Tennessee
$175 +$175 +1 New
Norges Bank
649
Norges Bank
Norway
– -$190M -814,331 Closed
Hudson Bay Capital Management
650
Hudson Bay Capital Management
Connecticut
– -$109M -468,693 Closed
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