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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
CCA
776
Catalyst Capital Advisors
New York
-$9.82K -56 Closed
RAM
777
Ramirez Asset Management
New York
-$8.77K -50 Closed
WPWM
778
Western Pacific Wealth Management
Illinois
-$8.77K -50 Closed
VWA
779
VSM Wealth Advisory
Maryland
-$7.89K -45 Closed
LI
780
LRI Investments
Florida
-$5.79K -33 Closed
SCB
781
Saudi Central Bank
Saudi Arabia
-$5.09K -29 Closed
CAWM
782
Capital A Wealth Management
Pennsylvania
-$4.56K -26 Closed
WBC
783
West Branch Capital
Massachusetts
-$4.56K -26 Closed
EFMH
784
E Fund Management (HK)
Hong Kong
-$4K -24 Closed
OP
785
ORG Partners
Indiana
-$3.71K -21 Closed
MG
786
Mather Group
Illinois
-$3.06K -17 Closed
HCP
787
Hexagon Capital Partners
Arkansas
-$2.46K -14 Closed
AG
788
AmeriFlex Group
Nevada
-$1.58K -9 Closed
VWA
789
Valued Wealth Advisors
Utah
-$1.23K -7 Closed
CSC
790
Caldwell Sutter Capital
California
-$1.05K -6 Closed
BCMLT
791
Beacon Capital Management LLC (Tennessee)
Tennessee
-$526 -3 Closed
WPA
792
Wealth Preservation Advisors
Tennessee
-$526 -3 Closed
HHGA
793
Halbert Hargrove Global Advisors
California
-$351 -2 Closed
MSWM
794
Mowery & Schoenfeld Wealth Management
Illinois
-$351 -2 Closed
WW
795
Winnow Wealth
Texas
-$310 -2 Closed
ACA
796
American Capital Advisory
Idaho
-$176 -1 Closed
CFD
797
Creative Financial Designs
Indiana
-$175 -1 Closed
GFPC
798
Global Financial Private Client
Florida
-$175 -1 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.