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664 hedge funds and large institutions have $18.1B invested in MongoDB in 2024 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 256 increasing their positions, 217 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 256 | Existing positions reduced: 217

13% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 89

7% more capital invested

Capital invested by funds: $17B → $18.1B (+$1.15B)

1% more funds holding

Funds holding: 659664 (+5)

1.92% less ownership

Funds ownership: 92.71%90.79% (-1.9%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

25% less call options, than puts

Call options by funds: $1.58B | Put options by funds: $2.11B

Holders
664
Holders Change
+5
Holders Change %
+0.76%
% of All Funds
9.53%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.1%
New
101
Increased
256
Reduced
217
Closed
89
Calls
$1.58B
Puts
$2.11B
Net Calls
-$530M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
BPA
726
Beacon Pointe Advisors
California
-$207K -830 Closed
Baird Financial Group
727
Baird Financial Group
Wisconsin
-$204K -815 Closed
NL
728
NVWM LLC
Pennsylvania
-$167K -670 Closed
A
729
AlphaQuest
New York
-$160K -640 Closed
PIA
730
Perennial Investment Advisors
California
-$133K -532 Closed
CL
731
CSS LLC
Illinois
-$130K -500 Closed
KFS
732
Kelly Financial Services
Massachusetts
-$55.5K -222 Closed
FIA
733
FNY Investment Advisers
New York
-$37K -152 Closed
UB
734
UMB Bank
Missouri
-$32.7K -131 Closed
SS
735
Sunbelt Securities
Texas
-$32.5K -125 Closed
VNA
736
Valley National Advisers
Pennsylvania
-$16K -65 Closed
WPWM
737
Western Pacific Wealth Management
Illinois
-$13.7K -55 Closed
DJSG
738
D.J. St. Germain
Massachusetts
-$10.7K -43 Closed
AGWCA
739
Annis Gardner Whiting Capital Advisors
Florida
-$9.75K -39 Closed
HWM
740
HighMark Wealth Management
Minnesota
-$5K -20 Closed
HWP
741
Highline Wealth Partners
California
-$3.75K -15 Closed
RFG
742
RFP Financial Group
Georgia
-$3K -12 Closed
ZB
743
Zions Bancorporation
Utah
-$3K -12 Closed
GI
744
Gradient Investments
Minnesota
-$2.5K -10 Closed
RWA
745
Redmont Wealth Advisors
Illinois
-$2.5K -10 Closed
SC
746
SouthState Corp
Florida
-$1.5K -6 Closed
W
747
WealthCollab
Washington
-$1K -4 Closed
DPW
748
DiNuzzo Private Wealth
Pennsylvania
-$750 -3 Closed
SIC
749
SJS Investment Consulting
Ohio
-$500 -2 Closed
WCM
750
Winthrop Capital Management
Indiana
-$1K -2 Closed

MDB Hedge Fund Activity: Q3 2024 in Review

664 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MongoDB (MDB) for Q3 2024, worth a combined $18.1B — up 6.8% from $17B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MDB positions and 89 closed out — a net gain of 12 holders — while 256 added to existing stakes and 217 trimmed.

The largest buyer was Canada Pension Plan Investment Board, adding an estimated $219M. The largest seller was Capital World Investors, cutting an estimated $114M.

  • 664 institutional investors held MongoDB (MDB) as of Q3 2024, up from 659 in Q2 2024.
  • Funds reported $18.1B of MongoDB stock for Q3 2024, up 6.8% quarter-over-quarter.
  • 101 funds opened new MongoDB positions in Q3 2024 and 89 closed out, a net change of +12 holders.
  • The largest MongoDB buyer in Q3 2024 was Canada Pension Plan Investment Board, an estimated $219M added.
  • The largest MongoDB seller in Q3 2024 was Capital World Investors, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2024.