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MongoDB
MDB

Overview Fund Activity

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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$286M
2
SIM
SRS Investment Management
New York
+$245M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$203M
4
JCAM
Jericho Capital Asset Management
New York
+$162M
5
Primecap Management
Primecap Management
California
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$419M
2
Franklin Resources
Franklin Resources
California
-$147M
3
BlackRock
BlackRock
New York
-$142M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$138M
5
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
TPWA
751
Twin Peaks Wealth Advisors
California
– -$221K -949 Closed
CGL
752
Clarius Group LLC
Washington
– -$220K -943 Closed
FC
753
Farringdon Capital
United Kingdom
– -$219K -940 Closed
ITFISA
754
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$220K -940 Closed
YCM
755
Yousif Capital Management
Michigan
– -$214K -920 Closed
BFIC
756
Bedell Frazier Investment Counselling
California
– -$209K -896 Closed
MOACM
757
Mutual of America Capital Management
New York
– -$206K -886 Closed
VWM
758
Venturi Wealth Management
Texas
– -$176K -755 Closed
RS
759
R Squared
Hong Kong
– -$163K -700 Closed
EDRH
760
Edmond de Rothschild Holding
Switzerland
– -$148K -637 Closed
TCG
761
Transcendent Capital Group
Oklahoma
– -$124K -533 Closed
IWA
762
Icon Wealth Advisors
Texas
– -$103K -444 Closed
CL
763
CSS LLC
Illinois
– -$93.1K -400 Closed
JSAM
764
J. Safra Asset Management
New York
– -$90.5K -387 Closed
GM
765
GeoWealth Management
Illinois
– -$82.6K -355 Closed
CAS
766
Coppell Advisory Solutions
Texas
– -$54.3K -232 Closed
NI
767
NCP Inc
California
– -$34.9K -150 Closed
AWM
768
Avior Wealth Management
Nebraska
– -$31.3K -134 Closed
SIS
769
Strategic Investment Solutions
Illinois
– -$51.1K -125 Closed
SSG
770
Summit Securities Group
New York
– -$16.8K -72 Closed
RTC
771
Riverview Trust Company
Washington
– -$16.3K -70 Closed
MAM
772
Meeder Asset Management
Ohio
– -$9.78K -42 Closed
NSIM
773
North Star Investment Management
Illinois
– -$8.15K -35 Closed
GEA
774
Glen Eagle Advisors
New Jersey
– -$6.75K -29 Closed
Fuller & Thaler Asset Management
775
Fuller & Thaler Asset Management
California
– -$5.82K -25 Closed
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