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Iron Mountain

1,042 hedge funds and large institutions have $28.3B invested in Iron Mountain in 2024 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 317 increasing their positions, 414 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,042
Holders Change
+83
Holders Change %
+8.65%
% of All Funds
15.07%
Holding in Top 10
24
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
161
Increased
317
Reduced
414
Closed
67
Calls
$357M
Puts
$222M
Net Calls
+$135M
Net Calls Change
+$55.4M
Name Holding Trade Value Shares
Change
Shares
Change %
SSA
401
Schonfeld Strategic Advisors
New York
$1.78M -$3.45M -29,054 -66%
CBOR
402
Community Bank of Raymore
Missouri
$1.76M
RA
403
RFG Advisory
Alabama
$1.75M +$26.1K +220 +2%
BFA
404
Beacon Financial Advisory
Ohio
$1.73M -$35.5K -299 -2%
DA
405
Denali Advisors
California
$1.72M +$1.72M +14,505 New
RBFC
406
Roman Butler Fullerton & Co
Missouri
$1.71M +$1.83K +15 +0.1%
NMERB
407
New Mexico Educational Retirement Board
New Mexico
$1.7M -$47.5K -400 -3%
Schroder Investment Management Group
408
Schroder Investment Management Group
United Kingdom
$1.7M -$6.19K -53 -0.4%
TC
409
Truvestments Capital
Florida
$1.7M -$131K -1,104 -7%
HG
410
Herbst Group
Connecticut
$1.69M +$83.2K +700 +5%
RC
411
Reik & Co
New York
$1.67M
EWA
412
EP Wealth Advisors
California
$1.64M -$90.4K -761 -5%
MGP
413
Metis Global Partners
California
$1.63M -$121K -1,020 -7%
DM
414
Delphi Management
Massachusetts
$1.62M -$1.02M -8,619 -39%
CAS
415
Coppell Advisory Solutions
Texas
$1.61M -$129K -1,106 -7%
GCA
416
Genesee Capital Advisors
New York
$1.6M -$333K -2,800 -17%
EF
417
Empowered Funds
Pennsylvania
$1.6M +$49.2K +414 +3%
MLL
418
Moody Lynn & Lieberson
Massachusetts
$1.6M
WFS
419
Widmann Financial Services
Maryland
$1.59M -$11.9K -100 -0.7%
KPWS
420
Kestra Private Wealth Services
Texas
$1.58M -$121K -1,012 -7%
AWM
421
Axxcess Wealth Management
California
$1.57M +$186K +1,566 +13%
SWM
422
Spire Wealth Management
Virginia
$1.55M +$276K +2,319 +22%
CGA
423
Crescent Grove Advisors
Illinois
$1.54M +$68.3K +571 +5%
MCM
424
MAI Capital Management
Ohio
$1.53M -$111K -937 -7%
WCM
425
WealthBridge Capital Management
Ohio
$1.53M +$36.2K +305 +2%