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664 hedge funds and large institutions have $18.1B invested in MongoDB in 2024 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 256 increasing their positions, 217 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 217

13% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 89

7% more capital invested

Capital invested by funds: $17B → $18.1B (+$1.15B)

1% more funds holding

Funds holding: 659664 (+5)

1.92% less ownership

Funds ownership: 92.71%90.79% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

25% less call options, than puts

Call options by funds: $1.58B | Put options by funds: $2.11B

Holders
664
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
9.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
101
Increased
256
Reduced
217
Closed
89
Calls
$1.58B
Puts
$2.11B
Net Calls
-$530M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
551
CVA Family Office
Colorado
$53.8K +$4.94K +19 +11%
PCMC
552
Planning Capital Management Corporation
Pennsylvania
$51.9K +$47.3K +182 +1,820%
CA
553
CoreCap Advisors
Michigan
$44.3K +$40K +154 +1,540%
ADL
554
Asset Dedication LLC
California
$44.1K
WSFS
555
Wilmington Savings Fund Society
Delaware
$43.5K +$41.8K +161 New
JPWM
556
Jamison Private Wealth Management
Georgia
$40.6K -$4.42K -17 -10%
EWA
557
EverSource Wealth Advisors
Alabama
$40.6K -$18.2K -70 -32%
DCP
558
DSM Capital Partners
Florida
$40K
CA
559
Continuum Advisory
Idaho
$39.9K +$30.7K +118 +621%
GI
560
GAMMA Investing
California
$39.2K +$24.2K +93 +179%
HFS
561
Hantz Financial Services
Michigan
$38K
BIG
562
Brooklyn Investment Group
New York
$36.2K +$34.8K +134 New
WI
563
Wintrust Investments
Illinois
$36K -$367K -1,414 -91%
ABWM
564
Alpine Bank Wealth Management
Colorado
$34.6K +$33.3K +128 New
SSB
565
Sandy Spring Bank
Maryland
$34.3K
AWM
566
Abound Wealth Management
Tennessee
$33.5K
CTC
567
Central Trust Company
Missouri
$32K -$3.38K -13 -10%
GRP
568
Global Retirement Partners
California
$31.1K +$10.1K +39 +51%
BCWM
569
Bartlett & Co Wealth Management
Ohio
$27K
BCMLT
570
Beacon Capital Management LLC (Tennessee)
Tennessee
$27K
FA
571
Financial Avengers
California
$27K
MWA
572
MFA Wealth Advisors
Pennsylvania
$27K
AW
573
Avion Wealth
Texas
$26K +$1.3K +5 +5%
CHA
574
Carmichael Hill & Associates
Maryland
$24.3K
HNB
575
Hilltop National Bank
Wyoming
$24.1K -$2.08K -8 -8%

MDB Hedge Fund Activity: Q3 2024 in Review

664 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2024, worth a combined $18.1B — up 6.8% from $17B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MDB positions and 89 closed out — a net gain of 12 holders — while 256 added to existing stakes and 217 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $219M. The largest seller was Capital World Investors, cutting an estimated $114M.

  • 664 institutional investors held MongoDB (MDB) as of Q3 2024, up from 659 in Q2 2024.
  • Funds reported $18.1B of MongoDB stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 101 funds opened new MongoDB positions in Q3 2024 and 89 closed out, a net change of +12 holders.
  • The largest MongoDB buyer in Q3 2024 was Canada Pension Plan Investment Board, an estimated $219M added.
  • The largest MongoDB seller in Q3 2024 was Capital World Investors, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.