We are live on ! Find out more

659 hedge funds and large institutions have $17B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 90.2%92.71% (+2.5%)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

11% less funds holding

Funds holding: 737659 (-78)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.69B

28% less capital invested

Capital invested by funds: $23.5B → $17B (-$6.52B)

45% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 151

Holders
659
Holders Change
-78
Holders Change %
-10.58%
% of All Funds
9.52%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
83
Increased
244
Reduced
246
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
476
Crewe Advisors
Utah
$250K -$3.79K -12 -1%
LCS
477
Levin Capital Strategies
New York
$250K +$316K +1,000 New
SI
478
Symmetry Investments
Jersey
$250K +$316K +1,000 New
MOACM
479
Mutual of America Capital Management
New York
$249K
TA
480
TFB Advisors
Kansas
$245K +$38.8K +123 +14%
AGA
481
Arkos Global Advisors
Texas
$244K
SPIA
482
Steward Partners Investment Advisory
New York
$243K -$11.7K -37 -4%
I
483
InceptionR
California
$237K +$300K +950 New
TPWA
484
Twin Peaks Wealth Advisors
California
$237K -$316 -1 -0.1%
QC
485
Quent Capital
New York
$236K +$109K +344 +57%
CGL
486
Clarius Group LLC
Washington
$236K +$14.5K +46 +5%
TWM
487
Tanager Wealth Management
United Kingdom
$228K
CMI
488
Clare Market Investments
Texas
$228K -$22.1K -70 -7%
AAS
489
Avantax Advisory Services
Texas
$222K +$281K +890 New
EMFAT
490
Emerald Mutual Fund Advisers Trust
Pennsylvania
$219K +$174K +552 +169%
YCM
491
Yousif Capital Management
Michigan
$217K -$5.68K -18 -2%
OIA
492
OneDigital Investment Advisors
Kansas
$213K +$269K +852 New
O
493
Ossiam
France
$213K +$11.7K +37 +5%
BFG
494
Bleakley Financial Group
New Jersey
$212K -$77.1K -244 -22%
SW
495
Simplicity Wealth
New Jersey
$212K -$74.9K -237 -22%
SCP
496
Sender Company & Partners
New York
$212K +$268K +848 New
EI
497
Ellevest Inc
New York
$210K -$30.6K -97 -10%
WC
498
Westwind Capital
New Mexico
$208K +$16.1M +50,931 +6,122%
AWS
499
Atria Wealth Solutions
New York
$208K +$13.9K +44 +6%
BPA
500
Beacon Pointe Advisors
California
$207K -$36.6K -116 -12%

MDB Hedge Fund Activity: Q2 2024 in Review

659 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2024, worth a combined $17B — down 28% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of MDB and 83 opened new positions — a net loss of 68 holders — while 246 trimmed existing stakes and 244 added.

The largest buyer was Wellington Management Group, adding an estimated $461M. The largest seller was Jennison Associates, cutting an estimated $600M.

  • 659 institutional investors held MongoDB (MDB) as of Q2 2024, down from 737 in Q1 2024.
  • Funds reported $17B of MongoDB stock for Q2 2024, down 28% quarter-over-quarter.
  • 83 funds opened new MongoDB positions in Q2 2024 and 151 closed out, a net change of -68 holders.
  • The largest MongoDB buyer in Q2 2024 was Wellington Management Group, an estimated $461M added.
  • The largest MongoDB seller in Q2 2024 was Jennison Associates, an estimated $600M sold.

Based on aggregated 13F filings for Q2 2024.