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659 hedge funds and large institutions have $17B invested in MongoDB in 2024 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 244 increasing their positions, 246 reducing their positions, and 151 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.51% more ownership

Funds ownership: 90.2%92.71% (+2.5%)

1% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 246

11% less funds holding

Funds holding: 737659 (-78)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

23% less call options, than puts

Call options by funds: $1.29B | Put options by funds: $1.69B

28% less capital invested

Capital invested by funds: $23.5B → $17B (-$6.52B)

45% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 151

Holders
659
Holders Change
-78
Holders Change %
-10.58%
% of All Funds
9.52%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
83
Increased
244
Reduced
246
Closed
151
Calls
$1.29B
Puts
$1.69B
Net Calls
-$398M
Net Calls Change
+$933M
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
601
Northwest Capital Management
Oregon
$9.5K
WWP
602
WR Wealth Planners
Missouri
$8.25K -$8.53K -27 -45%
CPG
603
Cornerstone Planning Group
New Jersey
$7.97K -$1.58K -5 -12%
MSG
604
Main Street Group
Virginia
$7.91K
BIA
605
Bell Investment Advisors
California
$7.75K -$1.26K -4 -11%
GEA
606
Glen Eagle Advisors
New Jersey
$7.25K +$9.16K +29 New
CAM
607
Creekmur Asset Management
Illinois
$7K
PWMG
608
Private Wealth Management Group
New Jersey
$5K
CFB
609
Cullen/Frost Bankers
Texas
$5K -$42K -133 -87%
HWM
610
HighMark Wealth Management
Minnesota
$5K
CA
611
Continuum Advisory
Idaho
$4.75K -$1.9K -6 -24%
VCM
612
Versant Capital Management
Arizona
$4.75K +$3.16K +10 +111%
GBT
613
Grove Bank & Trust
Florida
$4.5K
SIS
614
Sound Income Strategies
Florida
$4.5K
CIAS
615
CBIZ Investment Advisory Services
Ohio
$4.25K +$5.37K +17 New
BWP
616
Baldwin Wealth Partners
Massachusetts
$4K +$316 +1 +7%
TVWM
617
Tower View Wealth Management
Wisconsin
$3.75K
CFGS
618
Concourse Financial Group Securities
Alabama
$3.75K -$27.2K -86 -85%
HWP
619
Highline Wealth Partners
California
$3.75K
RCM
620
Raleigh Capital Management
North Carolina
$3.18K -$27.2K -86 -87%
BBHC
621
Brown Brothers Harriman & Co
New York
$3K -$858K -2,718 -100%
ZB
622
Zions Bancorporation
Utah
$3K -$2.21K -7 -37%
NS
623
NBC Securities
Alabama
$3K -$316 -1 -6%
AA
624
Addison Advisors
Vermont
$3K
RFG
625
RFP Financial Group
Georgia
$3K

MDB Hedge Fund Activity: Q2 2024 in Review

659 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q2 2024, worth a combined $17B — down 28% from $23.5B a quarter earlier.

Sellers outnumbered buyers: 151 funds closed out of MDB and 83 opened new positions — a net loss of 68 holders — while 246 trimmed existing stakes and 244 added.

The largest buyer was Wellington Management Group, adding an estimated $461M. The largest seller was Jennison Associates, cutting an estimated $600M.

  • 659 institutional investors held MongoDB (MDB) as of Q2 2024, down from 737 in Q1 2024.
  • Funds reported $17B of MongoDB stock for Q2 2024, down 28% quarter-over-quarter.
  • 83 funds opened new MongoDB positions in Q2 2024 and 151 closed out, a net change of -68 holders.
  • The largest MongoDB buyer in Q2 2024 was Wellington Management Group, an estimated $461M added.
  • The largest MongoDB seller in Q2 2024 was Jennison Associates, an estimated $600M sold.

Based on aggregated 13F filings for Q2 2024.