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664 hedge funds and large institutions have $18.1B invested in MongoDB in 2024 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 256 increasing their positions, 217 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 217

13% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 89

7% more capital invested

Capital invested by funds: $17B → $18.1B (+$1.15B)

1% more funds holding

Funds holding: 659664 (+5)

1.92% less ownership

Funds ownership: 92.71%90.79% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

25% less call options, than puts

Call options by funds: $1.58B | Put options by funds: $2.11B

Holders
664
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
9.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
101
Increased
256
Reduced
217
Closed
89
Calls
$1.58B
Puts
$2.11B
Net Calls
-$530M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
626
Baldwin Wealth Partners
Massachusetts
$4.05K -$260 -1 -6%
AA
627
Addison Advisors
Vermont
$3.25K
TCOV
628
Trust Company of Vermont
Vermont
$3.24K +$3.12K +12 New
AWM
629
Atticus Wealth Management
Florida
$2.97K
SIC
630
Salem Investment Counselors
North Carolina
$2.97K
CFGS
631
Concourse Financial Group Securities
Alabama
$2.97K -$1.04K -4 -27%
WIM
632
Westside Investment Management
California
$2.87K
RCM
633
Raleigh Capital Management
North Carolina
$2.7K -$779 -3 -23%
BCH
634
Berkshire Capital Holdings
California
$2.7K
GWSG
635
GPS Wealth Strategies Group
Colorado
$2.7K
RI
636
Ridgewood Investments
New Jersey
$2.7K
DIP
637
DT Investment Partners
Pennsylvania
$2.7K +$2.6K +10 New
JWA
638
JFS Wealth Advisors
Pennsylvania
$2.43K
BCM
639
Blume Capital Management
California
$2.43K +$2.34K +9 New
LFG
640
Larson Financial Group
Missouri
$2.43K
VWA
641
Valued Wealth Advisors
Utah
$2.16K +$260 +1 +14%
CAL
642
Capital Analysts LLC
Pennsylvania
$2K +$2.08K +8 New
HWM
643
Hemington Wealth Management
Virginia
$2K +$2.86K +11 New
LOIM
644
Liberty One Investment Management
Illinois
$1.62K -$9.09K -35 -85%
CSC
645
Caldwell Sutter Capital
California
$1.62K
PPC
646
Park Place Capital
Alabama
$1.62K
CPA
647
Capital Performance Advisors
California
$1.38K +$1.3K +5 New
AF
648
Advisornet Financial
Minnesota
$1.35K -$1.56K -6 -55%
FFO
649
Fortitude Family Office
Arizona
$1.35K
GSEP
650
Golden State Equity Partners
California
$1.08K +$1.04K +4 New

MDB Hedge Fund Activity: Q3 2024 in Review

664 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2024, worth a combined $18.1B — up 6.8% from $17B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MDB positions and 89 closed out — a net gain of 12 holders — while 256 added to existing stakes and 217 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $219M. The largest seller was Capital World Investors, cutting an estimated $114M.

  • 664 institutional investors held MongoDB (MDB) as of Q3 2024, up from 659 in Q2 2024.
  • Funds reported $18.1B of MongoDB stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 101 funds opened new MongoDB positions in Q3 2024 and 89 closed out, a net change of +12 holders.
  • The largest MongoDB buyer in Q3 2024 was Canada Pension Plan Investment Board, an estimated $219M added.
  • The largest MongoDB seller in Q3 2024 was Capital World Investors, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.