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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.71B +$6.76M +23,942 +0.3%
BlackRock
2
BlackRock
New York
$1.59B +$262M +928,541 +16%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$810M -$391M -1,385,392 -28%
JP Morgan Chase
4
JP Morgan Chase
New York
$806M +$29.4M +104,113 +3%
Franklin Resources
5
Franklin Resources
California
$478M +$76M +268,962 +15%
State Street
6
State Street
Massachusetts
$375M +$10.1M +35,895 +2%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$364M -$451M -1,595,726 -51%
Bank of America
8
Bank of America
North Carolina
$304M +$29.3M +103,915 +9%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$291M +$6.24M +22,106 +2%
UBS AM
10
UBS AM
Illinois
$266M +$85.7M +303,647 +36%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$201M -$684M -2,421,853 -74%
First Trust Advisors
12
First Trust Advisors
Illinois
$199M +$27.1M +95,893 +13%
Morgan Stanley
13
Morgan Stanley
New York
$193M +$29.3M +103,788 +14%
Invesco
14
Invesco
Georgia
$190M +$7.82M +27,696 +4%
Norges Bank
15
Norges Bank
Norway
$190M +$16.6M +58,861 +8%
CIP
16
Champlain Investment Partners
Vermont
$178M -$16.1M -56,915 -7%
Amundi
17
Amundi
France
$173M +$90.7M +321,186 +86%
American Century Companies
18
American Century Companies
Missouri
$159M +$15.2M +53,694 +9%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$159M +$45.1M +159,688 +30%
Swedbank
20
Swedbank
Sweden
$140M +$297K +1,050 +0.2%
Citadel Advisors
21
Citadel Advisors
Florida
$137M +$69M +244,200 +71%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$133M +$13.6M +48,087 +9%
Capital Research Global Investors
23
Capital Research Global Investors
California
$129M -$249M -881,000 -61%
T. Rowe Price Investment Management
24
T. Rowe Price Investment Management
Maryland
$118M +$664K +2,350 +0.5%
UBS Group
25
UBS Group
Switzerland
$118M +$106M +375,420 +283%

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.