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Iron Mountain

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
401
Reik & Co
New York
$1.13M -$16K -200 -1%
TSWM
402
Tyler-Stone Wealth Management
Ohio
$1.11M -$102K -1,275 -8%
GWMR
403
GC Wealth Management RIA
Massachusetts
$1.11M +$1.11M +13,826 New
IC
404
IEQ Capital
California
$1.11M +$491K +6,123 +80%
ISL
405
Ingalls & Snyder LLC
New York
$1.09M -$23.3K -290 -2%
MCM
406
McKinley Capital Management
Alaska
$1.09M +$1.09M +13,603 New
HG
407
Herbst Group
Connecticut
$1.08M -$8.02K -100 -0.7%
MLL
408
Moody Lynn & Lieberson
Massachusetts
$1.08M +$1.52K +19 +0.1%
WFS
409
Widmann Financial Services
Maryland
$1.08M -$19.7K -245 -2%
Schroder Investment Management Group
410
Schroder Investment Management Group
United Kingdom
$1.07M -$23K -287 -2%
RWA
411
Redhawk Wealth Advisors
Minnesota
$1.07M +$92.2K +1,150 +9%
CIM
412
Contravisory Investment Management
Massachusetts
$1.05M -$35.5K -442 -3%
CCA
413
Childress Capital Advisors
Texas
$1.04M -$208K -2,598 -17%
LOAMS
414
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.04M +$1.04M +13,015 New
EWA
415
EP Wealth Advisors
California
$1.04M -$71.9K -896 -6%
CAM
416
Creekmur Asset Management
Illinois
$1.04M -$10K -125 -1%
GM
417
GeoWealth Management
Illinois
$1.04M +$813K +10,138 +360%
LMIM
418
Lockheed Martin Investment Management
Maryland
$1.03M -$316K -4,500 -23%
HW
419
Hancock Whitney
Mississippi
$1.03M -$287K -3,577 -22%
WAP
420
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$656K +8,184 +178%
LFAS
421
Level Four Advisory Services
Texas
$1.01M
WCM
422
WealthBridge Capital Management
Ohio
$1M +$76.4K +953 +8%
CGA
423
Crescent Grove Advisors
Illinois
$992K +$140K +1,737 +16%
HPC
424
HM Payson & Co
Maine
$983K
SC
425
Savant Capital
Illinois
$972K +$10.4K +130 +1%