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MongoDB
MDB

Overview Fund Activity

703 hedge funds and large institutions have $15.2B invested in MongoDB in 2024 Q4 according to their latest regulatory filings, with 144 funds opening new positions, 276 increasing their positions, 206 reducing their positions, and 81 closing their positions.

Holders
703
Holders Change
+48
Holders Change %
+7.33%
% of All Funds
9.36%
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
276
Reduced
206
Closed
81
Calls
$1.59B
Puts
$2.63B
Net Calls
-$1.03B
Net Calls Change
-$504M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.59B
2
Norges Bank
2
Norges Bank
Norway
$190M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$110M
4
Hudson Bay Capital Management
4
Hudson Bay Capital Management
Connecticut
$109M
5
Raymond James Financial
5
Raymond James Financial
Florida
$90.5M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$4.33M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$201M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$364M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$810M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$129M
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
651
FPC Investment Advisory
California
$4.37K 16 +16 New
SIS
652
Sound Income Strategies
Florida
$4.19K 18 – –
CT
653
Colonial Trust
South Carolina
$3.96K 17 +14 +467%
MCM
654
MV Capital Management
Maryland
$3.73K 16 -21 -57%
S
655
Sachetta
Massachusetts
$3.73K 16 – –
TVWM
656
Tower View Wealth Management
Wisconsin
$3.49K 15 – –
GSWM
657
Golden State Wealth Management
California
$3.49K 15 +15 New
WA
658
Whipplewood Advisors
Colorado
$3.26K 14 +14 New
CFGS
659
Concourse Financial Group Securities
Alabama
$3.13K 12 +1 +9%
WWP
660
WR Wealth Planners
Missouri
$3.03K 13 -20 -61%
AA
661
Addison Advisors
Vermont
$2.79K 12 – –
TCOV
662
Trust Company of Vermont
Vermont
$2.79K 12 – –
WIM
663
Westside Investment Management
California
$2.79K 12 – –
LIS
664
Legacy Investment Solutions
Idaho
$2.78K 10 +10 New
LWMI
665
Legacy Wealth Management (Idaho)
Idaho
$2.78K 10 +10 New
PTC
666
Private Trust Company
Ohio
$2.56K 11 -27 -71%
SIC
667
Salem Investment Counselors
North Carolina
$2.56K 11 – –
AWM
668
Atticus Wealth Management
Florida
$2.56K 11 – –
PS
669
PayPay Securities
Japan
$2.56K 11 +11 New
AG
670
AmeriFlex Group
Nevada
$2.46K 9 +9 New
RA
671
Rise Advisors
New York
$2.33K 10 -20 -67%
GWSG
672
GPS Wealth Strategies Group
Colorado
$2.33K 10 – –
RCM
673
Raleigh Capital Management
North Carolina
$2.33K 10 – –
BCH
674
Berkshire Capital Holdings
California
$2.33K 10 – –
RI
675
Ridgewood Investments
New Jersey
$2.33K 10 – –
25 26
27
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