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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
CWM
201
Congress Wealth Management
Massachusetts
$4.71M +$434K +2,347 +12%
PIM
202
Peregrine Investment Management
Ontario, Canada
$4.62M +$566K +3,060 +16%
Wealth Enhancement Advisory Services
203
Wealth Enhancement Advisory Services
Minnesota
$4.57M +$35.5K +192 +0.9%
Zurich Cantonal Bank
204
Zurich Cantonal Bank
Switzerland
$4.5M +$1.19M +6,441 +43%
FCM
205
Fieldview Capital Management
Michigan
$4.42M +$3.89M +21,051 New
GAM
206
Gotham Asset Management
New York
$4.28M +$3.77M +20,385 New
MML Investors Services
207
MML Investors Services
Massachusetts
$4.25M +$961K +5,201 +35%
CIBC Private Wealth Group
208
CIBC Private Wealth Group
Georgia
$4.25M -$18.5M -99,948 -83%
HighTower Advisors
209
HighTower Advisors
Illinois
$4.16M +$51K +276 +1%
Twin Tree Management
210
Twin Tree Management
Texas
$4.14M -$11.7M -63,463 -76%
VF
211
Virtu Financial
New York
$4.11M +$1.3M +7,039 +56%
MCP
212
Meridiem Capital Partners
Texas
$3.91M +$3.44M +18,603 New
ACM
213
Alamar Capital Management
California
$3.9M -$42.5K -230 -1%
Toronto Dominion Bank
214
Toronto Dominion Bank
Ontario, Canada
$3.9M +$836K +4,521 +32%
AIM
215
Allen Investment Management
New York
$3.88M -$17.5M -94,463 -84%
FAF
216
Fjarde Ap-fonden
Sweden
$3.88M +$518K +2,800 +18%
KBC Group
217
KBC Group
Belgium
$3.83M -$649K -3,510 -16%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$3.79M -$254K -1,373 -7%
SC
219
Slow Capital
California
$3.79M +$159K +858 +5%
QC
220
Quadrature Capital
United Kingdom
$3.76M +$3.31M +17,902 New
Baillie Gifford & Co
221
Baillie Gifford & Co
United Kingdom
$3.75M +$739 +4 +0%
Los Angeles Capital Management
222
Los Angeles Capital Management
California
$3.62M +$3.18M +17,229 New
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$3.56M +$2.47M +13,360 +370%
DFCM
224
Dark Forest Capital Management
Puerto Rico
$3.55M +$2.24M +12,101 +251%
FAF
225
Första AP-fonden
Sweden
$3.53M +$296K +1,600 +11%

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.