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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
WIM
626
Westside Investment Management
California
$3K
AWM
627
Atticus Wealth Management
Florida
$2.75K
SIC
628
Salem Investment Counselors
North Carolina
$2.75K
AF
629
Advisornet Financial
Minnesota
$2.75K +$1.9K +6 +120%
BCH
630
Berkshire Capital Holdings
California
$2.5K
GWSG
631
GPS Wealth Strategies Group
Colorado
$2.5K
RWA
632
Redmont Wealth Advisors
Illinois
$2.5K
CA
633
CoreCap Advisors
Michigan
$2.5K +$1.58K +5 +100%
GI
634
Gradient Investments
Minnesota
$2.5K +$2.53K +8 +400%
PCMC
635
Planning Capital Management Corporation
Pennsylvania
$2.5K +$3.16K +10 New
RI
636
Ridgewood Investments
New Jersey
$2.5K +$3.16K +10 New
JWA
637
JFS Wealth Advisors
Pennsylvania
$2.25K -$632 -2 -18%
MIM
638
Macroview Investment Management
Maryland
$2.25K
LFG
639
Larson Financial Group
Missouri
$2.25K +$2.84K +9 New
SSG
640
Summit Securities Group
New York
$2K +$3.16K +10 New
VWA
641
Valued Wealth Advisors
Utah
$1.75K
SC
642
SouthState Corp
Florida
$1.5K -$2.84K -9 -60%
CSC
643
Caldwell Sutter Capital
California
$1.5K
PPC
644
Park Place Capital
Alabama
$1.5K
WWM
645
Wolff Wiese Magana
California
$1.25K
FFO
646
Fortitude Family Office
Arizona
$1.25K +$1.58K +5 New
S
647
Sachetta
Massachusetts
$1.23K -$1.58K -5 -50%
TFA
648
Transamerica Financial Advisors
Florida
$1K
W
649
WealthCollab
Washington
$1K
WCM
650
Winthrop Capital Management
Indiana
$1K

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.