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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
WA
626
WPG Advisers
Maryland
$16.1K +$19.5K +69 New
HIA
627
Harbor Investment Advisory
Maryland
$14.2K +$1.69K +6 +11%
TFIPS
628
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14K
PFG
629
Putney Financial Group
California
$14K +$16.9K +60 New
CCA
630
Catalyst Capital Advisors
New York
$13.5K
WWM
631
Wolff Wiese Magana
California
$13.5K
FRA
632
Front Row Advisors
California
$11.6K
SC
633
Swan Capital
Florida
$11.6K +$14.1K +50 New
WPWM
634
Western Pacific Wealth Management
Illinois
$11.6K +$14.1K +50 New
HIIFS
635
Harel Insurance Investments & Financial Services
Israel
$11K -$565 -2 -4%
LB
636
Legacy Bridge
Iowa
$10.9K +$2.82K +10 +27%
GBT
637
Grove Bank & Trust
Florida
$10.7K +$7.91K +28 +156%
MAM
638
Meeder Asset Management
Ohio
$9.78K +$11.9K +42 New
PFBT
639
Parkside Financial Bank & Trust
Missouri
$9.55K -$282 -1 -2%
AW
640
Avion Wealth
Texas
$9K -$16.1K -57 -58%
NCM
641
Northwest Capital Management
Oregon
$8.85K
CFB
642
Cullen/Frost Bankers
Texas
$8.85K +$2.82K +10 +36%
NSIM
643
North Star Investment Management
Illinois
$8.15K +$9.88K +35 New
LI
644
LRI Investments
Florida
$7.68K
MSG
645
Main Street Group
Virginia
$6.99K
EB
646
Eastern Bank
Massachusetts
$6.98K
BIA
647
Bell Investment Advisors
California
$6.75K -$282 -1 -3%
GEA
648
Glen Eagle Advisors
New Jersey
$6.75K
CAM
649
Creekmur Asset Management
Illinois
$6.52K
CPG
650
Cornerstone Planning Group
New Jersey
$6.08K -$565 -2 -8%

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.