IRM icon

Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
Walleye Trading
426
Walleye Trading
New York
$666K -$5.47K -92 -0.8%
HCM
427
Hodges Capital Management
Texas
$664K +$664K +11,162 New
BPWM
428
Badgley Phelps Wealth Managers
Washington
$661K +$76.8K +1,291 +13%
WSC
429
Wellington Shields & Co
New York
$656K +$149K +2,500 +29%
PT
430
Plimoth Trust
Massachusetts
$654K -$16.6K -280 -2%
HI
431
Harbour Investments
Wisconsin
$652K -$21.8K -367 -3%
VCP
432
Verus Capital Partners
Arizona
$648K +$98.4K +1,655 +18%
SIA
433
Strategic Investment Advisors
Michigan
$644K +$644K +10,840 New
OWA
434
Outlook Wealth Advisors
Texas
$644K +$13.7K +231 +2%
HAIM
435
Hunter Associates Investment Management
Pennsylvania
$638K -$11.9K -200 -2%
BCA
436
Bay Colony Advisors
Massachusetts
$638K -$73.8K -1,241 -10%
OCPWS
437
One Charles Private Wealth Services
Massachusetts
$637K
KRSITF
438
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$628K +$5.95K +100 +1%
MCM
439
Monument Capital Management
Virginia
$628K -$74.3K -1,250 -11%
XT
440
XTX Topco
Cayman Islands
$626K +$626K +10,529 New
AIA
441
Armor Investment Advisors
North Carolina
$620K +$26K +437 +4%
APG Asset Management
442
APG Asset Management
Netherlands
$613K -$65.4K -1,100 -10%
CFGS
443
Concourse Financial Group Securities
Alabama
$605K -$32.5K -540 -5%
FFA
444
Founders Financial Alliance
North Carolina
$605K -$4.99K -84 -0.8%
RWA
445
Redhawk Wealth Advisors
Minnesota
$602K +$40.4K +680 +7%
HIP
446
HUB Investment Partners
Texas
$601K +$107K +1,801 +22%
Fayez Sarofim & Co
447
Fayez Sarofim & Co
Texas
$601K -$9.81K -165 -2%
AIC
448
Archer Investment Corporation
Indiana
$595K
LDB
449
Lee, Danner & Bass
Tennessee
$592K -$401K -6,738 -40%
MC
450
Mathes Company
New York
$592K