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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
AF
701
Advisornet Financial
Minnesota
$466 -$847 -3 -60%
KFI
702
Key Financial Inc
Pennsylvania
$466
CWM
703
Copia Wealth Management
Oregon
$466 +$565 +2 New
KIM
704
Kestra Investment Management
Texas
$466 +$565 +2 New
PWA
705
Principia Wealth Advisory
Texas
$466 +$565 +2 New
WW
706
Winnow Wealth
Texas
$273 +$565 +2 New
AWM
707
Activest Wealth Management
Florida
$233 -$565 -2 -67%
JFG
708
JDM Financial Group
Texas
$233
GFPC
709
Global Financial Private Client
Florida
$233 +$282 +1 New
PWM
710
Parkworth Wealth Management
California
$233 +$282 +1 New
TWD
711
True Wealth Design
Ohio
$233 +$282 +1 New
Westfield Capital Management
712
Westfield Capital Management
Massachusetts
-$134M -496,248 Closed
Holocene Advisors
713
Holocene Advisors
New York
-$98M -362,603 Closed
Artisan Partners
714
Artisan Partners
Wisconsin
-$73.4M -271,548 Closed
PCH
715
Polar Capital Holdings
United Kingdom
-$57.9M -214,125 Closed
TC
716
TwinBeech Capital
New York
-$41.3M -152,718 Closed
GCM
717
Gladstone Capital Management
United Kingdom
-$22.5M -83,235 Closed
Renaissance Technologies
718
Renaissance Technologies
New York
-$18.5M -68,300 Closed
IAIM
719
International Assets Investment Management
Florida
-$142 -38,390 Closed
ACM
720
Atika Capital Management
New York
-$8.25M -30,500 Closed
MCM
721
Maytus Capital Management
New York
-$5.68M -21,000 Closed
GS
722
GTS Securities
New York
-$3.77M -13,951 Closed
ACM
723
Aquatic Capital Management
Illinois
-$2.24M -8,280 Closed
CP
724
CenterBook Partners
Connecticut
-$2.02M -7,481 Closed
KI
725
Keystone Investors
Singapore
-$1.98M -7,320 Closed

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.