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, 252 increasing their positions, 223 reducing their positions, and 105 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: 650683 (+33)

0.23% less ownership

Funds ownership: 84.35%84.12% (-0.23%)

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
DWM
626
Darwin Wealth Management
Florida
$3.99K
ADL
627
Asset Dedication LLC
California
$3.36K
TCM
628
TD Capital Management
Tennessee
$3.36K
TVWM
629
Tower View Wealth Management
Wisconsin
$3.15K
MWM
630
Mascoma Wealth Management
New Hampshire
$3.15K
PPC
631
Park Place Capital
Alabama
$3.09K
CTB
632
Country Trust Bank
Illinois
$2.73K
TCOV
633
Trust Company of Vermont
Vermont
$2.52K
AWM
634
Atticus Wealth Management
Florida
$2.52K
BF
635
BOK Financial
Oklahoma
$2.31K
SIC
636
Salem Investment Counselors
North Carolina
$2.31K
CIAM
637
Caitong International Asset Management
Hong Kong
$2.31K
BCH
638
Berkshire Capital Holdings
California
$2.1K
RI
639
Ridgewood Investments
New Jersey
$2.1K
GWSG
640
GPS Wealth Strategies Group
Colorado
$2.1K
LWMI
641
Legacy Wealth Management (Idaho)
Idaho
$2.1K
CH
642
Cromwell Holdings
Wyoming
$2.1K
LIS
643
Legacy Investment Solutions
Idaho
$2.1K
AWM
644
Activest Wealth Management
Florida
$2.1K
HWM
645
Hemington Wealth Management
Virginia
$2K
NS
646
NBC Securities
Alabama
$2K
CTC
647
Central Trust Company
Missouri
$1.68K
RAM
648
Riggs Asset Management
Pennsylvania
$1.68K
AAS
649
Ameritas Advisory Services
Nebraska
$1.68K
S
650
Sachetta
Massachusetts
$1.68K