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663 hedge funds and large institutions have $12.2B invested in MongoDB in 2025 Q1 according to their latest regulatory filings, with 102 funds opening new positions, 276 increasing their positions, 205 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 812 (+4)

35% more repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 205

2.47% less ownership

Funds ownership: 88.22%85.75% (-2.5%)

7% less funds holding

Funds holding: 712663 (-49)

20% less capital invested

Capital invested by funds: $15.3B → $12.2B (-$3.11B)

28% less first-time investments, than exits

New positions opened: 102 | Existing positions closed: 142

30% less call options, than puts

Call options by funds: $1.21B | Put options by funds: $1.73B

Holders
663
Holders Change
-49
Holders Change %
-6.88%
% of All Funds
8.89%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.16%
New
102
Increased
276
Reduced
205
Closed
142
Calls
$1.21B
Puts
$1.73B
Net Calls
-$528M
Net Calls Change
+$507M
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
751
Evanson Asset Management
California
-$253K -1,087 Closed
TAM
752
Tealwood Asset Management
Minnesota
-$243K -1,045 Closed
OIA
753
OneDigital Investment Advisors
Kansas
-$243K -1,044 Closed
SI
754
Stephens Inc
Arkansas
-$236K -1,014 Closed
CA
755
Cache Advisors
California
-$233K -1,000 Closed
VI
756
Versor Investments
New York
-$232K -997 Closed
CAPTRUST Financial Advisors
757
CAPTRUST Financial Advisors
North Carolina
-$232K -995 Closed
EI
758
Ellevest Inc
New York
-$230K -989 Closed
TA
759
TFB Advisors
Kansas
-$224K -964 Closed
STA
760
Summit Trail Advisors
New York
-$224K -962 Closed
TWM
761
Tanager Wealth Management
United Kingdom
-$223K -958 Closed
SCM
762
Stevens Capital Management
Pennsylvania
-$222K -952 Closed
TPWA
763
Twin Peaks Wealth Advisors
California
-$221K -949 Closed
CGL
764
Clarius Group LLC
Washington
-$220K -943 Closed
FC
765
Farringdon Capital
United Kingdom
-$219K -940 Closed
ITFISA
766
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$220K -940 Closed
YCM
767
Yousif Capital Management
Michigan
-$214K -920 Closed
BFIC
768
Bedell Frazier Investment Counselling
California
-$209K -896 Closed
MOACM
769
Mutual of America Capital Management
New York
-$206K -886 Closed
VWM
770
Venturi Wealth Management
Texas
-$176K -755 Closed
RS
771
R Squared
Hong Kong
-$163K -700 Closed
EDRH
772
Edmond de Rothschild Holding
Switzerland
-$148K -637 Closed
TCG
773
Transcendent Capital Group
Oklahoma
-$124K -533 Closed
IWA
774
Icon Wealth Advisors
Texas
-$103K -444 Closed
CL
775
CSS LLC
Illinois
-$93.1K -400 Closed

MDB Hedge Fund Activity: Q1 2025 in Review

663 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q1 2025, worth a combined $12.2B — down 20% from $15.3B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of MDB and 102 opened new positions — a net loss of 40 holders — while 205 trimmed existing stakes and 276 added.

The largest buyer was Fidelity International, opening a new position worth an estimated $397M. The largest seller was Fidelity Investments, cutting an estimated $582M.

  • 663 institutional investors held MongoDB (MDB) as of Q1 2025, down from 712 in Q4 2024.
  • Funds reported $12.2B of MongoDB stock for Q1 2025, down 20% quarter-over-quarter.
  • 102 funds opened new MongoDB positions in Q1 2025 and 142 closed out, a net change of -40 holders.
  • The largest MongoDB buyer in Q1 2025 was Fidelity International, an estimated $397M added.
  • The largest MongoDB seller in Q1 2025 was Fidelity Investments, an estimated $582M sold.

Based on aggregated 13F filings for Q1 2025.