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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
CAWM
651
Capital A Wealth Management
Pennsylvania
$6.05K +$7.34K +26 New
DWM
652
Darwin Wealth Management
Florida
$5.94K -$1.73M -6,136 -100%
Fuller & Thaler Asset Management
653
Fuller & Thaler Asset Management
California
$5.82K +$7.06K +25 New
MG
654
Mather Group
Illinois
$5.61K +$282 +1 +4%
BBHC
655
Brown Brothers Harriman & Co
New York
$5.36K -$7.91K -28 -55%
TCM
656
Tradewinds Capital Management
Washington
$5.36K +$6.5K +23 New
HNB
657
Huntington National Bank
Ohio
$5.35K -$52.5K -186 -89%
HWM
658
Hemington Wealth Management
Virginia
$5K +$3.11K +11 +100%
PWMG
659
Private Wealth Management Group
New Jersey
$4.66K
FIA
660
FPC Investment Advisory
California
$4.37K +$4.52K +16 New
SIS
661
Sound Income Strategies
Florida
$4.19K
CT
662
Colonial Trust
South Carolina
$3.96K +$3.95K +14 +467%
MCM
663
MV Capital Management
Maryland
$3.73K -$5.93K -21 -57%
S
664
Sachetta
Massachusetts
$3.73K
TVWM
665
Tower View Wealth Management
Wisconsin
$3.49K
GSWM
666
Golden State Wealth Management
California
$3.49K +$4.24K +15 New
WA
667
Whipplewood Advisors
Colorado
$3.26K +$3.95K +14 New
CFGS
668
Concourse Financial Group Securities
Alabama
$3.13K +$282 +1 +9%
WWP
669
WR Wealth Planners
Missouri
$3.03K -$5.65K -20 -61%
AA
670
Addison Advisors
Vermont
$2.79K
TCOV
671
Trust Company of Vermont
Vermont
$2.79K
WIM
672
Westside Investment Management
California
$2.79K
LIS
673
Legacy Investment Solutions
Idaho
$2.78K +$2.82K +10 New
LWMI
674
Legacy Wealth Management (Idaho)
Idaho
$2.78K +$2.82K +10 New
PTC
675
Private Trust Company
Ohio
$2.56K -$7.63K -27 -71%

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.