682 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, 222 reducing their positions, and 104 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: 649682 (+33)

0.15% less ownership

Funds ownership: 84.35%84.19% (-0.15%)

35% less call options, than puts

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

Holders
682
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
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$4.57M
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$4.5M
FCM
203
Fieldview Capital Management
Michigan
$4.42M
GAM
204
Gotham Asset Management
New York
$4.28M
MML Investors Services
205
MML Investors Services
Massachusetts
$4.25M
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$4.25M
HighTower Advisors
207
HighTower Advisors
Illinois
$4.16M
Twin Tree Management
208
Twin Tree Management
Texas
$4.14M
VF
209
Virtu Financial
New York
$4.11M
MCP
210
Meridiem Capital Partners
Texas
$3.91M
ACM
211
Alamar Capital Management
California
$3.9M
Toronto Dominion Bank
212
Toronto Dominion Bank
Ontario, Canada
$3.9M
AIM
213
Allen Investment Management
New York
$3.88M
FAF
214
Fjarde Ap-fonden
Sweden
$3.88M
KBC Group
215
KBC Group
Belgium
$3.83M
Cetera Investment Advisers
216
Cetera Investment Advisers
Illinois
$3.79M
SC
217
Slow Capital
California
$3.79M
QC
218
Quadrature Capital
United Kingdom
$3.76M
Baillie Gifford & Co
219
Baillie Gifford & Co
United Kingdom
$3.75M
Los Angeles Capital Management
220
Los Angeles Capital Management
California
$3.62M
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$3.56M
DFCM
222
Dark Forest Capital Management
Puerto Rico
$3.55M
FAF
223
Första AP-fonden
Sweden
$3.53M
Truist Financial
224
Truist Financial
North Carolina
$3.38M
II
225
IFM Investors
Australia
$3.35M