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, 253 increasing their positions, 222 reducing their positions, and 104 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: 649683 (+34)

0.15% less ownership

Funds ownership: 84.35%84.19% (-0.15%)

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
SO
651
Sierra Ocean
California
$1.26K
PWA
652
Physician Wealth Advisors
Utah
$1.26K
ZBNA
653
Zions Bancorporation, National Association
Utah
$1.26K
TIM
654
Total Investment Management
Arizona
$1.26K
CPG
655
Cornerstone Planning Group
New Jersey
$1.14K
WWM
656
Wolff Wiese Magana
California
$1.05K
SWM
657
Spire Wealth Management
Virginia
$1.05K
JWA
658
JFS Wealth Advisors
Pennsylvania
$1.05K
UB
659
UMB Bank
Missouri
$1.05K
PWA
660
Principia Wealth Advisory
Texas
$1.05K
DPW
661
DiNuzzo Private Wealth
Pennsylvania
$1.05K
CAL
662
Capital Analysts LLC
Pennsylvania
$1K
GSWM
663
Golden State Wealth Management
California
$840
TPCW
664
TD Private Client Wealth
New York
$840
CVM
665
Cheviot Value Management
California
$837
HFS
666
Hughes Financial Services
Virginia
$707
CT
667
Clearstead Trust
Maine
$630
TFM
668
TFC Financial Management
Massachusetts
$630
PWM
669
Parkworth Wealth Management
California
$630
SC
670
Stephens Consulting
Michigan
$630
BFS
671
Bare Financial Services
Pennsylvania
$630
RWM
672
Rialto Wealth Management
New York
$630
AF
673
Advisornet Financial
Minnesota
$420
PS
674
PayPay Securities
Japan
$420
KFI
675
Key Financial Inc
Pennsylvania
$420