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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
AWM
676
Atticus Wealth Management
Florida
$2.56K
SIC
677
Salem Investment Counselors
North Carolina
$2.56K
PS
678
PayPay Securities
Japan
$2.56K +$3.11K +11 New
AG
679
AmeriFlex Group
Nevada
$2.46K +$2.54K +9 New
RA
680
Rise Advisors
New York
$2.33K -$5.65K -20 -67%
BCH
681
Berkshire Capital Holdings
California
$2.33K
GWSG
682
GPS Wealth Strategies Group
Colorado
$2.33K
RCM
683
Raleigh Capital Management
North Carolina
$2.33K
RI
684
Ridgewood Investments
New Jersey
$2.33K
JWA
685
JFS Wealth Advisors
Pennsylvania
$2.1K
CAL
686
Capital Analysts LLC
Pennsylvania
$2K
SWM
687
Spire Wealth Management
Virginia
$1.86K +$2.26K +8 New
VWA
688
Valued Wealth Advisors
Utah
$1.63K -$282 -1 -13%
CIAS
689
CBIZ Investment Advisory Services
Ohio
$1.4K -$3.11K -11 -65%
CSC
690
Caldwell Sutter Capital
California
$1.4K
SO
691
Sierra Ocean
California
$1.4K +$1.69K +6 New
WCM
692
WealthTrak Capital Management
Virginia
$1.17K +$1.41K +5 New
CA
693
CoreCap Advisors
Michigan
$1.16K -$44.9K -159 -97%
TPCW
694
TD Private Client Wealth
New York
$1.16K -$9.88K -35 -88%
FFO
695
Fortitude Family Office
Arizona
$1.16K
ST
696
Smithfield Trust
Pennsylvania
$1K
EFMH
697
E Fund Management (HK)
Hong Kong
$1K +$1.41K +5 +500%
CJ
698
Caitlin John
Michigan
$931 +$1.13K +4 New
ZB
699
Zions Bancorporation
Utah
$931 +$1.13K +4 New
RAM
700
Riggs Asset Management
Pennsylvania
$468

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.