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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
Jones Financial Companies
526
Jones Financial Companies
Missouri
$237K +$117K +413 +68%
SI
527
Stephens Inc
Arkansas
$236K -$12.1K -43 -4%
CA
528
Crewe Advisors
Utah
$233K
CA
529
Cache Advisors
California
$233K +$282K +1,000 New
VI
530
Versor Investments
New York
$232K -$141K -498 -33%
CAPTRUST Financial Advisors
531
CAPTRUST Financial Advisors
North Carolina
$232K -$127K -450 -31%
EI
532
Ellevest Inc
New York
$230K -$35.9K -127 -11%
AGA
533
Arkos Global Advisors
Texas
$228K
TA
534
TFB Advisors
Kansas
$224K +$847 +3 +0.3%
STA
535
Summit Trail Advisors
New York
$224K +$272K +962 New
IPAM
536
ICICI Prudential Asset Management
India
$224K -$847 -3 -0.3%
TWM
537
Tanager Wealth Management
United Kingdom
$223K +$282 +1 +0.1%
BC
538
Bayforest Capital
United Kingdom
$222K +$270K +955 New
SCM
539
Stevens Capital Management
Pennsylvania
$222K +$269K +952 New
TPWA
540
Twin Peaks Wealth Advisors
California
$221K
ITFISA
541
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$220K +$132K +466 +98%
CGL
542
Clarius Group LLC
Washington
$220K
FC
543
Farringdon Capital
United Kingdom
$219K +$265K +940 New
YCM
544
Yousif Capital Management
Michigan
$214K +$4.24K +15 +2%
VanEck Associates
545
VanEck Associates
New York
$211K +$256K +905 New
BFIC
546
Bedell Frazier Investment Counselling
California
$209K +$253K +896 New
MOACM
547
Mutual of America Capital Management
New York
$206K -$22.9K -81 -8%
Northwestern Mutual Wealth Management
548
Northwestern Mutual Wealth Management
Wisconsin
$206K -$30.5K -108 -11%
EFM
549
E Fund Management
China
$204K +$248K +878 New
O
550
Ossiam
France
$184K +$30.8K +109 +16%

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.