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MongoDB
MDB

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: 8 → 12 (+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: 712 → 663 (-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

Top Buyers

1
Fidelity International
Fidelity International
Bermuda
+$397M
2
SIM
SRS Investment Management
New York
+$340M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$282M
4
JCAM
Jericho Capital Asset Management
New York
+$224M
5
Primecap Management
Primecap Management
California
+$190M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$582M
2
Franklin Resources
Franklin Resources
California
-$204M
3
BlackRock
BlackRock
New York
-$198M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$191M
5
Macquarie Group
Macquarie Group
Australia
-$119M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.37B +$117M +481,023 +7%
BlackRock
2
BlackRock
New York
$1.06B -$198M -811,152 -12%
JP Morgan Chase
3
JP Morgan Chase
New York
$660M +$73.4M +301,150 +9%
Fidelity International
4
Fidelity International
Bermuda
$286M +$397M +1,629,144 New
State Street
5
State Street
Massachusetts
$283M +$278K +1,139 +0.1%
Bank of America
6
Bank of America
North Carolina
$259M +$40.9M +167,671 +13%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$258M -$22.5M -92,356 -6%
SIM
8
SRS Investment Management
New York
$245M +$340M +1,396,718 New
Point72 Asset Management
9
Point72 Asset Management
Connecticut
$245M +$282M +1,155,682 +484%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$233M +$18.8M +77,145 +6%
UBS AM
11
UBS AM
Illinois
$223M +$31.5M +129,451 +11%
Franklin Resources
12
Franklin Resources
California
$214M -$204M -836,445 -41%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$192M -$582M -2,387,946 -69%
First Trust Advisors
14
First Trust Advisors
Illinois
$178M +$38.8M +159,220 +19%
Amundi
15
Amundi
France
$173M +$89.6M +367,717 +53%
JCAM
16
Jericho Capital Asset Management
New York
$162M +$224M +921,000 New
Morgan Stanley
17
Morgan Stanley
New York
$160M +$19.5M +80,034 +10%
Primecap Management
18
Primecap Management
California
$153M +$190M +780,200 +864%
UBS Group
19
UBS Group
Switzerland
$145M +$77.4M +317,691 +63%
Norges Bank
20
Norges Bank
Norway
$131M -$16.5M -67,569 -8%
Westfield Capital Management
21
Westfield Capital Management
Massachusetts
$129M +$179M +733,787 New
American Century Companies
22
American Century Companies
Missouri
$128M +$11.6M +47,567 +7%
CIP
23
Champlain Investment Partners
Vermont
$124M -$13.8M -56,830 -7%
Deutsche Bank
24
Deutsche Bank
Germany
$121M +$96.6M +396,311 +135%
Citadel Advisors
25
Citadel Advisors
Florida
$119M +$22.9M +93,813 +16%
1
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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.