650 hedge funds and large institutions have $12B invested in MongoDB in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 271 increasing their positions, 198 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
-54
Holders Change %
-7.67%
% of All Funds
8.83%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
101
Increased
271
Reduced
198
Closed
143
Calls
$1.21B
Puts
$1.73B
Net Calls
-$528M
Net Calls Change
+$507M
Name Holding Trade Value Shares
Change
Shares
Change %
1C
726
111 Capital
France
-$390K -1,675 Closed
OQS
727
Occudo Quantitative Strategies
Florida
-$372K -1,600 Closed
FHB
728
First Hawaiian Bank
Hawaii
-$366K -1,571 Closed
PM
729
Parametrica Management
Hong Kong
-$365K -1,568 Closed
SI
730
Symmetry Investments
Jersey
-$334K -1,435 Closed
OAM
731
Oxford Asset Management
United Kingdom
-$325K -1,394 Closed
Envestnet Portfolio Solutions
732
Envestnet Portfolio Solutions
Illinois
-$311K -1,335 Closed
SFA
733
Sequoia Financial Advisors
Ohio
-$309K -1,328 Closed
HCA
734
Harbor Capital Advisors
Illinois
-$303K -1,301 Closed
VFA
735
Values First Advisors
Tennessee
-$288K -1,236 Closed
DIM
736
DC Investments Management
Virginia
-$286K -1,229 Closed
KCM
737
Kornitzer Capital Management
Kansas
-$285K -1,225 Closed
YC
738
Yarbrough Capital
Tennessee
-$262K -1,125 Closed
EAM
739
Evanson Asset Management
California
-$253K -1,087 Closed
TAM
740
Tealwood Asset Management
Minnesota
-$243K -1,045 Closed
OIA
741
OneDigital Investment Advisors
Kansas
-$243K -1,044 Closed
SI
742
Stephens Inc
Arkansas
-$236K -1,014 Closed
CA
743
Cache Advisors
California
-$233K -1,000 Closed
VI
744
Versor Investments
New York
-$232K -997 Closed
CAPTRUST Financial Advisors
745
CAPTRUST Financial Advisors
North Carolina
-$232K -995 Closed
EI
746
Ellevest Inc
New York
-$230K -989 Closed
TA
747
TFB Advisors
Kansas
-$224K -964 Closed
STA
748
Summit Trail Advisors
New York
-$224K -962 Closed
TWM
749
Tanager Wealth Management
United Kingdom
-$223K -958 Closed
SCM
750
Stevens Capital Management
Pennsylvania
-$222K -952 Closed