We are live on ! Find out more

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
P
501
&Partners
Tennessee
$292K -$9.32K -33 -2%
A
502
AlphaQuest
New York
$290K +$352K +1,247 New
VFA
503
Values First Advisors
Tennessee
$288K +$6.78K +24 +2%
DIM
504
DC Investments Management
Virginia
$286K
CG
505
Cynosure Group
Utah
$286K -$21.5K -76 -6%
KCM
506
Kornitzer Capital Management
Kansas
$285K +$346K +1,225 New
FB
507
Fulton Bank
Pennsylvania
$285K +$6.78K +24 +2%
Lido Advisors
508
Lido Advisors
California
$281K +$4.8K +17 +1%
CUAMC
509
China Universal Asset Management Company
China
$280K +$74.8K +265 +28%
NW
510
NewEdge Wealth
Pennsylvania
$278K +$28.8K +102 +9%
BTI
511
Blue Trust Inc
Georgia
$275K +$71.7K +254 +27%
SPIA
512
Steward Partners Investment Advisory
New York
$272K +$37.6K +133 +13%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$270K -$33.3K -118 -9%
HH
514
Hilltop Holdings
Texas
$264K +$15.2K +54 +5%
YC
515
Yarbrough Capital
Tennessee
$262K -$523K -1,852 -62%
GCP
516
GSA Capital Partners
United Kingdom
$261K -$134K -475 -30%
MFAM
517
Motley Fool Asset Management
Virginia
$255K -$638K -2,261 -67%
EAM
518
Evanson Asset Management
California
$253K -$42.4K -150 -12%
OIAM
519
OFI Invest Asset Management
France
$253K +$317K +1,124 New
WP
520
Woodline Partners
California
$247K +$299K +1,060 New
OIA
521
OneDigital Investment Advisors
Kansas
$243K +$11K +39 +4%
TAM
522
Tealwood Asset Management
Minnesota
$243K +$295K +1,045 New
IWC
523
Integrated Wealth Concepts
Massachusetts
$241K -$39.3K -139 -12%
AIP
524
Arrowpoint Investment Partners
Singapore
$240K +$291K +1,030 New
PFS
525
Prospera Financial Services
Texas
$240K +$48.9K +173 +20%

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.