686 hedge funds and large institutions have $14.4B invested in MongoDB in 2025 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 253 increasing their positions, 225 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 653686 (+33)

0.22% less ownership

Funds ownership: 84.39%84.18% (-0.22%)

35% less call options, than puts

Call options by funds: $1.4B | Put options by funds: $2.16B

Holders
686
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.4B
Puts
$2.16B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
201
Peregrine Investment Management
Ontario, Canada
$4.62M
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$4.57M
Zurich Cantonal Bank
203
Zurich Cantonal Bank
Switzerland
$4.5M
FCM
204
Fieldview Capital Management
Michigan
$4.42M
GAM
205
Gotham Asset Management
New York
$4.28M
MML Investors Services
206
MML Investors Services
Massachusetts
$4.25M
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$4.25M
HighTower Advisors
208
HighTower Advisors
Illinois
$4.16M
Twin Tree Management
209
Twin Tree Management
Texas
$4.14M
VF
210
Virtu Financial
New York
$4.11M
MCP
211
Meridiem Capital Partners
Texas
$3.91M
ACM
212
Alamar Capital Management
California
$3.9M
Toronto Dominion Bank
213
Toronto Dominion Bank
Ontario, Canada
$3.9M
AIM
214
Allen Investment Management
New York
$3.88M
FAF
215
Fjarde Ap-fonden
Sweden
$3.88M
KBC Group
216
KBC Group
Belgium
$3.83M
Cetera Investment Advisers
217
Cetera Investment Advisers
Illinois
$3.79M
SC
218
Slow Capital
California
$3.79M
QC
219
Quadrature Capital
United Kingdom
$3.76M
Baillie Gifford & Co
220
Baillie Gifford & Co
United Kingdom
$3.75M
Los Angeles Capital Management
221
Los Angeles Capital Management
California
$3.62M
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$3.56M
DFCM
223
Dark Forest Capital Management
Puerto Rico
$3.55M
FAF
224
Första AP-fonden
Sweden
$3.53M
Truist Financial
225
Truist Financial
North Carolina
$3.38M