MDB Capital Holdings
MDBH
5 hedge funds and large institutions have $529K invested in MDB Capital Holdings in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, increasing their positions, 1 reducing their positions, and 4 closing their positions.
0.62% less ownership
Funds ownership: 3.79% → 3.17% (-0.62%)
29% less funds holding
Funds holding: 7 → 5 (-2)
37% less capital invested
Capital invested by funds: $838K → $529K (-$310K)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$48.9K |
| 2 |
EWA
EverSource Wealth Advisors
Birmingham,
Alabama
|
+$1.54K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$112K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$41.7K |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$27.3K |
| 4 |
BlackRock
New York
|
-$8.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$3.67K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PPW
1
Pasadena Private Wealth
Pasadena,
California
| $287K | – | – | – |
|
|
2
UBS Group
Zurich,
Switzerland
| $198K | -$3.67K | -943 | -2% |
|
|
3
Citadel Advisors
Miami,
Florida
| $43.1K | +$48.9K | +12,569 | New |
|
|
EWA
4
EverSource Wealth Advisors
Birmingham,
Alabama
| $1.33K | +$1.54K | +395 | New |
|
5
Morgan Stanley
New York
| $3 | – | – | – |
|
|
BPA
6
Beacon Pointe Advisors
Newport Beach,
California
| – | -$112K | -25,000 | Closed |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$41.7K | -10,044 | Closed |
|
|
8
Raymond James Financial
St Petersburg,
Florida
| – | -$27.3K | -6,100 | Closed |
|
|
9
BlackRock
New York
| – | -$8.1K | -1,808 | Closed |
|
MDBH Hedge Fund Activity: Q3 2025 in Review
5 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in MDB Capital Holdings (MDBH) for Q3 2025, worth a combined $529K — down 37% from $838K a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of MDBH and 2 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.
The largest buyer was Citadel Advisors, opening a new position worth an estimated $48.9K. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $112K sold.
- 5 institutional investors held MDB Capital Holdings (MDBH) as of Q3 2025, down from 7 in Q2 2025.
- Funds reported $529K of MDB Capital Holdings stock for Q3 2025, down 37% quarter-over-quarter.
- 2 funds opened new MDB Capital Holdings positions in Q3 2025 and 4 closed out, a net change of -2 holders.
- The largest MDB Capital Holdings buyer in Q3 2025 was Citadel Advisors, an estimated $48.9K added.
- The largest MDB Capital Holdings seller in Q3 2025 was Beacon Pointe Advisors, an estimated $112K sold.
Based on aggregated 13F filings for Q3 2025.