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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
JSAM
576
J. Safra Asset Management
New York
$90.5K +$45.7K +162 +72%
MCM
577
Manchester Capital Management
Vermont
$89.4K +$39.5K +140 +57%
Lazard Asset Management
578
Lazard Asset Management
New York
$88K +$107K +380 +9,500%
SAM
579
Smartleaf Asset Management
Massachusetts
$86.5K +$37.8K +134 +57%
Bessemer Group
580
Bessemer Group
New Jersey
$83K
GM
581
GeoWealth Management
Illinois
$82.6K -$31.3K -111 -24%
AAM
582
Advisors Asset Management
Colorado
$81.5K -$2.82K -10 -3%
QCG
583
Quadrant Capital Group
Ohio
$78K -$6.21K -22 -6%
PWA
584
Provenance Wealth Advisors
Florida
$75.4K
LWANC
585
Laurel Wealth Advisors (North Carolina)
North Carolina
$70.5K
TC
586
Truvestments Capital
Florida
$70.3K -$1.41K -5 -2%
LC
587
Lindbrook Capital
California
$63.3K -$1.41K -5 -2%
MCM
588
MAI Capital Management
Ohio
$57.4K +$69.8K +247 New
HI
589
Horizon Investments
North Carolina
$54.9K +$5.65K +20 +9%
CAS
590
Coppell Advisory Solutions
Texas
$54.3K +$51.4K +182 +364%
SIS
591
Strategic Investment Solutions
Illinois
$51.1K +$35.3K +125 New
WBC
592
Westpac Banking Corp
Australia
$48.9K
C
593
Covestor
United Kingdom
$44K -$41.8K -148 -44%
CA
594
Clearstead Advisors
Ohio
$43.2K -$61.3K -217 -54%
CFO
595
CVA Family Office
Colorado
$42.8K -$4.24K -15 -8%
VCM
596
Versant Capital Management
Arizona
$41.9K +$46.6K +165 +1,100%
GI
597
GAMMA Investing
California
$39.8K +$7.34K +26 +18%
APW
598
Aventura Private Wealth
Florida
$36.1K +$43.8K +155 New
NI
599
NCP Inc
California
$34.9K +$42.4K +150 New
WSFS
600
Wilmington Savings Fund Society
Delaware
$32.8K -$5.65K -20 -12%

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.