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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 %
JWA
676
JFS Wealth Advisors
Pennsylvania
$2.1K 9 – –
CAL
677
Capital Analysts LLC
Pennsylvania
$2K 8 – –
SWM
678
Spire Wealth Management
Virginia
$1.86K 8 +8 New
VWA
679
Valued Wealth Advisors
Utah
$1.63K 7 -1 -13%
CIAS
680
CBIZ Investment Advisory Services
Ohio
$1.4K 6 -11 -65%
CSC
681
Caldwell Sutter Capital
California
$1.4K 6 – –
SO
682
Sierra Ocean
California
$1.4K 6 +6 New
WCM
683
WealthTrak Capital Management
Virginia
$1.17K 5 +5 New
CA
684
CoreCap Advisors
Michigan
$1.16K 5 -159 -97%
TPCW
685
TD Private Client Wealth
New York
$1.16K 5 -35 -88%
FFO
686
Fortitude Family Office
Arizona
$1.16K 5 – –
ST
687
Smithfield Trust
Pennsylvania
$1K 5 – –
EFMH
688
E Fund Management (HK)
Hong Kong
$1K 6 +5 +500%
CJ
689
Caitlin John
Michigan
$931 4 +4 New
ZB
690
Zions Bancorporation
Utah
$931 4 +4 New
RAM
691
Riggs Asset Management
Pennsylvania
$468 2 – –
AF
692
Advisornet Financial
Minnesota
$466 2 -3 -60%
KFI
693
Key Financial Inc
Pennsylvania
$466 2 – –
CWM
694
Copia Wealth Management
Oregon
$466 2 +2 New
PWA
695
Principia Wealth Advisory
Texas
$466 2 +2 New
KIM
696
Kestra Investment Management
Texas
$466 2 +2 New
WW
697
Winnow Wealth
Texas
$273 2 +2 New
AWM
698
Activest Wealth Management
Florida
$233 1 -2 -67%
JFG
699
JDM Financial Group
Texas
$233 1 – –
TWD
700
True Wealth Design
Ohio
$233 1 +1 New
26 27
28
29 30