IRM icon

Iron Mountain

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
401
Securian Asset Management
Minnesota
$1.66M -$44.8K -426 -3%
BWP
402
Burling Wealth Partners
Illinois
$1.65M +$1.65M +15,705 New
OP
403
ORG Partners
Indiana
$1.64M +$1.05M +10,006 +179%
MSRPS
404
Maryland State Retirement & Pension System
Maryland
$1.63M -$118K -1,125 -7%
SWM
405
Spire Wealth Management
Virginia
$1.62M +$242K +2,305 +18%
CL
406
Choreo LLC
Illinois
$1.57M -$77.1K -738 -5%
MFG
407
Merit Financial Group
Georgia
$1.57M +$750K +7,137 +92%
TI
408
Tidal Investments
Wisconsin
$1.57M -$589K -5,605 -27%
DA
409
Denali Advisors
California
$1.55M +$20.4K +194 +1%
CA
410
Corrado Advisors
New Jersey
$1.53M -$719K -6,836 -32%
BFA
411
Beacon Financial Advisory
Ohio
$1.52M -$12.5K -119 -0.8%
PCM
412
Prana Capital Management
Connecticut
$1.52M -$7.26M -69,092 -83%
TC
413
Truvestments Capital
Florida
$1.52M +$15K +143 +1%
PAS
414
Park Avenue Securities
New York
$1.51M -$112K -1,062 -7%
OAM
415
Oppenheimer Asset Management
New York
$1.51M -$457K -4,352 -23%
RWA
416
Redhawk Wealth Advisors
Minnesota
$1.51M -$165K -1,568 -10%
CMMS
417
Comprehensive Money Management Services
Florida
$1.5M +$1.5M +14,263 New
RA
418
RFG Advisory
Alabama
$1.49M -$58.1K -553 -4%
RC
419
Reik & Co
New York
$1.48M
CRI
420
Colonial River Investments
Virginia
$1.47M +$525K +4,997 +55%
ITC
421
Inspire Trust Company
Nevada
$1.47M -$210K -2,000 -13%
HG
422
Herbst Group
Connecticut
$1.47M -$23.7K -225 -2%
NMERB
423
New Mexico Educational Retirement Board
New Mexico
$1.47M -$42K -400 -3%
CAS
424
Coppell Advisory Solutions
Texas
$1.45M +$27.6K +266 +2%
CAM
425
Creekmur Asset Management
Illinois
$1.45M -$386K -3,671 -21%