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MDB Capital Holdings

5 hedge funds and large institutions have $2M invested in MDB Capital Holdings in 2024 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
5
Holders Change
Holders Change %
0%
% of All Funds
0.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BAAM
1
Baker Avenue Asset Management
California
$769K
PPW
2
Pasadena Private Wealth
California
$769K +$256K +25,000 +50%
BPA
3
Beacon Pointe Advisors
California
$256K +$256K +25,000 New
UBS Group
4
UBS Group
Switzerland
$198K -$30.2K -2,942 -13%
TFA
5
Toth Financial Advisory
Virginia
$4.1K
Morgan Stanley
6
Morgan Stanley
New York
-$43.1K -3,736 Closed