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
FFA
551
Farther Finance Advisors
California
$184K -$24.6K -87 -10%
MAM
552
Morse Asset Management
Connecticut
$182K +$136K +482 +161%
VWM
553
Venturi Wealth Management
Texas
$176K +$36.4K +129 +21%
PS
554
Principal Securities
Iowa
$170K +$60.4K +214 +41%
EMFAT
555
Emerald Mutual Fund Advisers Trust
Pennsylvania
$167K -$45.5K -161 -18%
RS
556
R Squared
Hong Kong
$163K +$198K +700 New
FP
557
Financial Perspectives
Minnesota
$162K
T
558
Tidemark
California
$160K +$1.41K +5 +0.7%
WTC
559
WhitTier Trust Company
Nevada
$156K -$4.07M -14,424 -96%
QC
560
Quent Capital
New York
$155K -$5.08K -18 -3%
AF
561
Allworth Financial
California
$151K +$2.82K +10 +2%
EDRH
562
Edmond de Rothschild Holding
Switzerland
$148K
SM
563
STF Management
Texas
$148K -$118K -419 -40%
VSQM
564
V-Square Quantitative Management
Illinois
$144K +$175K +618 New
PPA
565
Pilgrim Partners Asia
Singapore
$140K +$169K +600 New
LS
566
Livforsakringsbolaget Skandia
Sweden
$130K
SAM
567
Shell Asset Management
Netherlands
$127K
TCG
568
Transcendent Capital Group
Oklahoma
$124K
RS
569
Rakuten Securities
Japan
$115K +$45.5K +161 +48%
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$114K -$33K -117 -19%
FHA
571
First Horizon Advisors
Tennessee
$113K +$65.5K +232 +91%
IWA
572
Icon Wealth Advisors
Texas
$103K +$11.3K +40 +10%
LWCFA
573
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$101K
ACM
574
Aster Capital Management
United Arab Emirates
$96.6K +$117K +415 New
CL
575
CSS LLC
Illinois
$93.1K +$113K +400 New

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.