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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
EWA
601
EverSource Wealth Advisors
Alabama
$32.4K -$3.11K -11 -7%
AWM
602
Avior Wealth Management
Nebraska
$31.3K -$350K -1,240 -90%
HNB
603
Hilltop National Bank
Wyoming
$30.5K +$11.9K +42 +47%
SSB
604
Sandy Spring Bank
Maryland
$29.6K
AWM
605
Abound Wealth Management
Tennessee
$28.9K
CTC
606
Central Trust Company
Missouri
$28.2K +$847 +3 +3%
BIG
607
Brooklyn Investment Group
New York
$27.2K -$4.8K -17 -13%
ADL
608
Asset Dedication LLC
California
$26.3K -$14.1K -50 -31%
AAP
609
Arax Advisory Partners
Colorado
$24K +$29.1K +103 New
BCWM
610
Bartlett & Co Wealth Management
Ohio
$23.3K
FA
611
Financial Avengers
California
$23.3K
BOJHT
612
Bank of Jackson Hole Trust
Wyoming
$23.3K +$28.2K +100 New
HFS
613
Hantz Financial Services
Michigan
$23K -$11.3K -40 -29%
ATC
614
Adirondack Trust Company
New York
$20.5K
PAI
615
Pittenger & Anderson Inc
Nebraska
$19.8K +$4.24K +15 +21%
CA
616
Continuum Advisory
Idaho
$18.6K -$16.1K -57 -42%
GWM
617
Geneos Wealth Management
Colorado
$18.6K -$847 -3 -4%
LFG
618
Larson Financial Group
Missouri
$17.7K +$18.9K +67 +744%
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$17.5K +$5.93K +21 +39%
CAL
620
Capital Advisors Ltd
Ohio
$17K
SSG
621
Summit Securities Group
New York
$16.8K -$36.1K -128 -64%
MA
622
Montag & Associates
Georgia
$16.3K
RTC
623
Riverview Trust Company
Washington
$16.3K
HCP
624
Hexagon Capital Partners
Arkansas
$16.3K +$19.8K +70 New
HI
625
Harbour Investments
Wisconsin
$16.1K +$9.04K +32 +86%

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.