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712 hedge funds and large institutions have $15.3B invested in MongoDB in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 282 increasing their positions, 209 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 81

35% more repeat investments, than reductions

Existing positions increased: 282 | Existing positions reduced: 209

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

7% more funds holding

Funds holding: 664712 (+48)

2.57% less ownership

Funds ownership: 90.79%88.22% (-2.6%)

16% less capital invested

Capital invested by funds: $18.1B → $15.3B (-$2.83B)

39% less call options, than puts

Call options by funds: $1.59B | Put options by funds: $2.63B

Holders
712
Holders Change
+48
Holders Change %
+7.23%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
144
Increased
282
Reduced
209
Closed
81
Calls
$1.59B
Puts
$2.63B
Net Calls
-$1.03B
Net Calls Change
-$504M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$1.77M -$3.11K -11 -0.1%
AAM
302
Azzad Asset Management
Virginia
$1.75M +$320K +1,132 +18%
Cambridge Investment Research Advisors
303
Cambridge Investment Research Advisors
Iowa
$1.73M -$55.3K -196 -3%
Creative Planning
304
Creative Planning
Kansas
$1.73M -$2.82M -9,988 -57%
VPIM
305
Vanguard Personalized Indexing Management
California
$1.73M -$342K -1,211 -14%
SMDAM
306
Sumitomo Mitsui DS Asset Management
Japan
$1.72M +$360K +1,274 +21%
AP
307
Adero Partners
California
$1.7M +$847 +3 +0%
WSA
308
Warm Springs Advisors
California
$1.69M +$2.05M +7,263 New
CC
309
Centiva Capital
New York
$1.67M +$1.92M +6,797 +1,716%
EAM
310
Erste Asset Management
Austria
$1.67M +$1.98M +7,000 New
MML Investors Services
311
MML Investors Services
Massachusetts
$1.64M -$60.1K -213 -3%
YIH
312
Y-Intercept (HK)
Hong Kong
$1.63M -$466K -1,649 -19%
DT
313
Diversified Trust
Tennessee
$1.61M +$463K +1,639 +31%
TCM
314
Teza Capital Management
Illinois
$1.6M +$978K +3,465 +102%
Capstone Investment Advisors
315
Capstone Investment Advisors
New York
$1.58M +$340K +1,204 +22%
FRM
316
Fox Run Management
Connecticut
$1.57M +$336K +1,189 +21%
SLAM
317
Swiss Life Asset Management
$1.54M +$794K +2,810 +74%
CIBC World Market
318
CIBC World Market
Ontario, Canada
$1.53M +$1.85M +6,555 New
EI
319
Ethic Inc
New York
$1.51M -$38.4K -136 -2%
AM
320
AGF Management
Ontario, Canada
$1.49M +$1.81M +6,415 New
BMSSC
321
B. Metzler seel. Sohn & Co
Germany
$1.48M -$2.77M -9,806 -61%
CF
322
Corebridge Financial
Texas
$1.43M -$17.5K -62 -1%
BCI
323
Brinker Capital Investments
Pennsylvania
$1.41M +$275K +974 +19%
OPS
324
Orion Portfolio Solutions
Nebraska
$1.41M +$275K +974 +19%
Principal Financial Group
325
Principal Financial Group
Iowa
$1.4M -$27.1K -96 -2%

MDB Hedge Fund Activity: Q4 2024 in Review

712 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q4 2024, worth a combined $15.3B — down 16% from $18.1B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new MDB positions and 81 closed out — a net gain of 63 holders — while 282 added to existing stakes and 209 trimmed.

The largest buyer was BlackRock, adding an estimated $262M. The largest seller was Jennison Associates, cutting an estimated $871M.

  • 712 institutional investors held MongoDB (MDB) as of Q4 2024, up from 664 in Q3 2024.
  • Funds reported $15.3B of MongoDB stock for Q4 2024, down 16% quarter-over-quarter.
  • 144 funds opened new MongoDB positions in Q4 2024 and 81 closed out, a net change of +63 holders.
  • The largest MongoDB buyer in Q4 2024 was BlackRock, an estimated $262M added.
  • The largest MongoDB seller in Q4 2024 was Jennison Associates, an estimated $871M sold.

Based on aggregated 13F filings for Q4 2024.