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
Name Holding Trade Value Shares
Change
Shares
Change %
SO
651
Sierra Ocean
California
$1.26K -$1.26K -6 -50%
PWA
652
Physician Wealth Advisors
Utah
$1.26K +$210 +1 +20%
TIM
653
Total Investment Management
Arizona
$1.26K +$1.26K +6 New
ZBNA
654
Zions Bancorporation, National Association
Utah
$1.26K +$1.26K +6 New
CPG
655
Cornerstone Planning Group
New Jersey
$1.14K -$5.71K -25 -83%
WWM
656
Wolff Wiese Magana
California
$1.05K -$8.4K -40 -89%
SWM
657
Spire Wealth Management
Virginia
$1.05K -$4.2K -20 -80%
JWA
658
JFS Wealth Advisors
Pennsylvania
$1.05K -$1.05K -5 -50%
UB
659
UMB Bank
Missouri
$1.05K +$840 +4 +400%
PWA
660
Principia Wealth Advisory
Texas
$1.05K +$1.05K +5 New
DPW
661
DiNuzzo Private Wealth
Pennsylvania
$1.05K +$1.05K +5 New
CAL
662
Capital Analysts LLC
Pennsylvania
$1K -$600 -3 -38%
GSWM
663
Golden State Wealth Management
California
$840 -$2.73K -13 -76%
TPCW
664
TD Private Client Wealth
New York
$840 -$420 -2 -33%
CVM
665
Cheviot Value Management
California
$837
HFS
666
Hughes Financial Services
Virginia
$707 +$236 +1 +50%
CT
667
Clearstead Trust
Maine
$630 -$210 -1 -25%
TFM
668
TFC Financial Management
Massachusetts
$630 +$420 +2 +200%
RWM
669
Rialto Wealth Management
New York
$630 +$630 +3 New
BFS
670
Bare Financial Services
Pennsylvania
$630 +$630 +3 New
SC
671
Stephens Consulting
Michigan
$630 +$630 +3 New
PWM
672
Parkworth Wealth Management
California
$630 +$630 +3 New
AF
673
Advisornet Financial
Minnesota
$420 -$25.4K -121 -98%
PS
674
PayPay Securities
Japan
$420 -$210 -1 -33%
CWM
675
Copia Wealth Management
Oregon
$420