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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
MCM
626
MV Capital Management
Maryland
$1.75K -$1.46K -6 -38%
BCH
627
Berkshire Capital Holdings
California
$1.75K
GWSG
628
GPS Wealth Strategies Group
Colorado
$1.75K
LWMI
629
Legacy Wealth Management (Idaho)
Idaho
$1.75K
RI
630
Ridgewood Investments
New Jersey
$1.75K
RA
631
Rise Advisors
New York
$1.75K
JWA
632
JFS Wealth Advisors
Pennsylvania
$1.75K +$244 +1 +11%
AG
633
AmeriFlex Group
Nevada
$1.58K
BWL
634
Bogart Wealth LLC
Virginia
$1.58K +$2.19K +9 New
VWA
635
Valued Wealth Advisors
Utah
$1.23K
CA
636
CoreCap Advisors
Michigan
$1.08K +$244 +1 +20%
CSC
637
Caldwell Sutter Capital
California
$1.05K
TPCW
638
TD Private Client Wealth
New York
$1.05K +$244 +1 +20%
CAL
639
Capital Analysts LLC
Pennsylvania
$1K
FFO
640
Fortitude Family Office
Arizona
$877
GC
641
Garde Capital
Washington
$877 +$1.22K +5 New
PWA
642
Physician Wealth Advisors
Utah
$877 +$1.22K +5 New
CT
643
Clearstead Trust
Maine
$702 +$975 +4 New
CVM
644
Cheviot Value Management
California
$692 +$975 +4 New
PS
645
PayPay Securities
Japan
$685 -$1.95K -8 -73%
BCMLT
646
Beacon Capital Management LLC (Tennessee)
Tennessee
$526 +$731 +3 New
WPA
647
Wealth Preservation Advisors
Tennessee
$526 +$731 +3 New
HFS
648
Hughes Financial Services
Virginia
$353 +$487 +2 New
CWM
649
Copia Wealth Management
Oregon
$351
KFI
650
Key Financial Inc
Pennsylvania
$351

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.