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MongoDB
MDB

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: 12 → 16 (+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: 663 → 692 (+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

Top Buyers

Rank Fund Capital Flow
1
AQR Capital Management
AQR Capital Management
Connecticut
+$198M
2
Morgan Stanley
Morgan Stanley
New York
+$162M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$138M
4
Fidelity International
Fidelity International
Bermuda
+$135M
5
VH
ValueAct Holdings
California
+$128M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$385M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$245M
3
BlackRock
BlackRock
New York
-$226M
4
Franklin Resources
Franklin Resources
California
-$99.7M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$85.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
626
Private Wealth Management Group
New Jersey
$4.2K – – –
SIS
627
Sound Income Strategies
Florida
$4.2K – – –
WA
628
Whipplewood Advisors
Colorado
$4.2K +$370 +2 +11%
PTC
629
Private Trust Company
Ohio
$4.2K +$1.48K +8 +67%
CIAS
630
CBIZ Investment Advisory Services
Ohio
$3.99K -$185 -1 -5%
RA
631
Rise Advisors
New York
$3.99K +$1.66K +9 +90%
BI
632
Binnacle Investments
Iowa
$3.99K +$3.14K +17 +850%
CW
633
Curio Wealth
Maryland
$3.99K +$3.33K +18 +1,800%
LFA
634
LGT Financial Advisors
Texas
$3.99K +$3.51K +19 New
DWM
635
Darwin Wealth Management
Florida
$3.99K -$1.11K -6 -24%
ADL
636
Asset Dedication LLC
California
$3.36K -$15.9K -86 -84%
TCM
637
TD Capital Management
Tennessee
$3.36K +$2.77K +15 +1,500%
MWM
638
Mascoma Wealth Management
New Hampshire
$3.15K – – –
TVWM
639
Tower View Wealth Management
Wisconsin
$3.15K – – –
PPC
640
Park Place Capital
Alabama
$3.09K – – –
CTB
641
Country Trust Bank
Illinois
$2.73K +$2.4K +13 New
TCOV
642
Trust Company of Vermont
Vermont
$2.52K – – –
AWM
643
Atticus Wealth Management
Florida
$2.52K +$185 +1 +9%
BF
644
BOK Financial
Oklahoma
$2.31K -$649K -3,509 -100%
SIC
645
Salem Investment Counselors
North Carolina
$2.31K – – –
CIAM
646
Caitong International Asset Management
Hong Kong
$2.31K +$2.03K +11 New
BCH
647
Berkshire Capital Holdings
California
$2.1K – – –
GWSG
648
GPS Wealth Strategies Group
Colorado
$2.1K – – –
LWMI
649
Legacy Wealth Management (Idaho)
Idaho
$2.1K – – –
RI
650
Ridgewood Investments
New Jersey
$2.1K – – –
24 25
26
27 28

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.