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MongoDB
MDB

Overview Fund Activity

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.

Holders
683
Holders Change
+33
Holders Change %
+5.08%
% of All Funds
9.17%
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

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$233M
2
Morgan Stanley
2
Morgan Stanley
New York
$375M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$1.8B
4
Fidelity International
4
Fidelity International
Bermuda
$496M
5
VH
5
ValueAct Holdings
California
$145M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$353M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$30.1M
3
BlackRock
3
BlackRock
New York
$1.01B
4
Franklin Resources
4
Franklin Resources
California
$143M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$20.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
676
Copia Wealth Management
Oregon
$420 – – –
TIM
677
Tortoise Investment Management
New York
$420 +$420 +2 New
WCM
678
WealthTrak Capital Management
Virginia
$420 +$420 +2 New
BHWM
679
Bay Harbor Wealth Management
Maryland
$419 +$419 +2 New
DF
680
DecisionPoint Financial
Arizona
$413 +$413 +2 New
SIC
681
SJS Investment Consulting
Ohio
$210 +$210 +1 New
IAS
682
IMA Advisory Services
Colorado
$210 +$210 +1 New
KG
683
Kilter Group
New York
$210 +$210 +1 New
AM
684
Atreides Management
Massachusetts
– -$32.4M -184,907 Closed
MC
685
Maverick Capital
Texas
– -$27.2M -154,872 Closed
AG
686
Avala Global
New York
– -$25.6M -146,043 Closed
NPCM
687
North Peak Capital Management
New York
– -$24.9M -142,175 Closed
GF
688
Greenhouse Funds
Maryland
– -$18.2M -103,953 Closed
CC
689
Clearline Capital
New York
– -$17.6M -100,135 Closed
MIFH
690
Migdal Insurance & Financial Holdings
Israel
– -$15.3M -87,500 Closed
TC
691
Tairen Capital
Hong Kong
– -$15M -85,800 Closed
HCM
692
HMI Capital Management
California
– -$13.9M -79,300 Closed
Rafferty Asset Management
693
Rafferty Asset Management
New York
– -$11.6M -65,953 Closed
Thrivent Financial for Lutherans
694
Thrivent Financial for Lutherans
Minnesota
– -$10.4M -59,297 Closed
AI
695
Advent International
Massachusetts
– -$9.84M -56,110 Closed
JF
696
Jump Financial
Illinois
– -$7.2M -41,076 Closed
F1I
697
Fund 1 Investments
Puerto Rico
– -$6.23M -35,500 Closed
PE
698
Point72 Europe
United Kingdom
– -$5.66M -32,245 Closed
AAMU
699
AEGON Asset Management (UK)
United Kingdom
– -$5.13M -29,239 Closed
WEO
700
William E. Oberndorf
– -$4.88M -27,797 Closed
26 27
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