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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
JSAM
776
J. Safra Asset Management
New York
-$90.5K -387 Closed
Bessemer Group
777
Bessemer Group
New Jersey
-$86.8K -356 -100%
GM
778
GeoWealth Management
Illinois
-$82.6K -355 Closed
CAS
779
Coppell Advisory Solutions
Texas
-$54.3K -232 Closed
NI
780
NCP Inc
California
-$34.9K -150 Closed
AWM
781
Avior Wealth Management
Nebraska
-$31.3K -134 Closed
SIS
782
Strategic Investment Solutions
Illinois
-$51.1K -125 Closed
SSG
783
Summit Securities Group
New York
-$16.8K -72 Closed
RTC
784
Riverview Trust Company
Washington
-$16.3K -70 Closed
MAM
785
Meeder Asset Management
Ohio
-$9.78K -42 Closed
NSIM
786
North Star Investment Management
Illinois
-$8.15K -35 Closed
GEA
787
Glen Eagle Advisors
New Jersey
-$6.75K -29 Closed
Fuller & Thaler Asset Management
788
Fuller & Thaler Asset Management
California
-$5.82K -25 Closed
HWM
789
Hemington Wealth Management
Virginia
-$4.39K -18 -82%
CT
790
Colonial Trust
South Carolina
-$3.96K -17 Closed
FIA
791
FPC Investment Advisory
California
-$4.37K -16 Closed
S
792
Sachetta
Massachusetts
-$3.73K -16 Closed
AA
793
Addison Advisors
Vermont
-$2.79K -12 Closed
CFGS
794
Concourse Financial Group Securities
Alabama
-$3.13K -12 Closed
RCM
795
Raleigh Capital Management
North Carolina
-$2.33K -10 Closed
ST
796
Smithfield Trust
Pennsylvania
-$1K -5 Closed
WCM
797
WealthTrak Capital Management
Virginia
-$1.17K -5 Closed
CJ
798
Caitlin John
Michigan
-$931 -4 Closed
KIM
799
Kestra Investment Management
Texas
-$466 -2 Closed
PWA
800
Principia Wealth Advisory
Texas
-$466 -2 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.