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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: 1216 (+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: 663692 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CT
676
Clearstead Trust
Maine
$630 -$185 -1 -25%
TFM
677
TFC Financial Management
Massachusetts
$630 +$370 +2 +200%
BFS
678
Bare Financial Services
Pennsylvania
$630 +$555 +3 New
PWM
679
Parkworth Wealth Management
California
$630 +$555 +3 New
RWM
680
Rialto Wealth Management
New York
$630 +$555 +3 New
SC
681
Stephens Consulting
Michigan
$630 +$555 +3 New
AF
682
Advisornet Financial
Minnesota
$420 -$22.4K -121 -98%
PS
683
PayPay Securities
Japan
$420 -$185 -1 -33%
CWM
684
Copia Wealth Management
Oregon
$420
KFI
685
Key Financial Inc
Pennsylvania
$420
TIM
686
Tortoise Investment Management
New York
$420 +$370 +2 New
WCM
687
WealthTrak Capital Management
Virginia
$420 +$370 +2 New
BHWM
688
Bay Harbor Wealth Management
Maryland
$419 +$370 +2 New
DF
689
DecisionPoint Financial
Arizona
$413 +$370 +2 New
IAS
690
IMA Advisory Services
Colorado
$210 +$185 +1 New
KG
691
Kilter Group
New York
$210 +$185 +1 New
SIC
692
SJS Investment Consulting
Ohio
$210 +$185 +1 New
AM
693
Atreides Management
Massachusetts
-$32.4M -184,907 Closed
MC
694
Maverick Capital
Texas
-$27.2M -154,872 Closed
AG
695
Avala Global
New York
-$25.6M -146,043 Closed
NPCM
696
North Peak Capital Management
New York
-$24.9M -142,175 Closed
GF
697
Greenhouse Funds
Maryland
-$18.2M -103,953 Closed
CC
698
Clearline Capital
New York
-$17.6M -100,135 Closed
MIFH
699
Migdal Insurance & Financial Holdings
Israel
-$15.3M -87,500 Closed
TC
700
Tairen Capital
Hong Kong
-$15M -85,800 Closed

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.