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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 %
CFGS
426
Concourse Financial Group Securities
Alabama
$1.51M +$24K +201 +2%
CSPIA
427
Cary Street Partners Investment Advisory
Virginia
$1.51M -$56.3K -474 -4%
PFA
428
Pathway Financial Advisers
Indiana
$1.51M -$338K -2,841 -18%
PS
429
Principal Securities
Iowa
$1.51M +$47.1K +396 +3%
KA
430
Kintegral Advisory
New York
$1.5M -$19.6K -164 -1%
Brown Advisory
431
Brown Advisory
Maryland
$1.49M +$189K +1,590 +14%
WAP
432
Wealthcare Advisory Partners
Pennsylvania
$1.48M +$25.3K +213 +2%
NIM
433
NEOS Investment Management
Connecticut
$1.46M +$289K +2,436 +25%
KIG
434
Kessler Investment Group
Indiana
$1.46M -$5.7K -48 -0.4%
HPC
435
HM Payson & Co
Maine
$1.46M
DT
436
Diversified Trust
Tennessee
$1.45M +$864K +7,270 +148%
EOJOAM
437
E. Ohman J:or Asset Management
Sweden
$1.44M -$131K -1,100 -8%
IWM
438
IHT Wealth Management
Illinois
$1.44M +$294K +2,479 +26%
SBH
439
Segall Bryant & Hamill
Illinois
$1.43M +$1.43M +12,009 New
FLPIM
440
F.L. Putnam Investment Management
Massachusetts
$1.41M +$106K +891 +8%
FFN
441
Focus Financial Network
Minnesota
$1.41M +$3.83K +32 +0.3%
IBOK
442
Independence Bank of Kentucky
Kentucky
$1.4M +$1.3M +10,905 +1,205%
DCM
443
Delta Capital Management
New Jersey
$1.4M
GAA
444
Guardian Asset Advisors
Pennsylvania
$1.4M -$19.8K -167 -1%
HW
445
Hancock Whitney
Mississippi
$1.39M -$238 -2 -0%
CTA
446
Chesley Taft & Associates
Illinois
$1.39M -$199K -1,675 -13%
OCPWS
447
One Charles Private Wealth Services
Massachusetts
$1.38M +$26.4K +222 +2%
SC
448
Savoie Capital
Illinois
$1.37M +$1.37M +11,545 New
LOAMS
449
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.37M +$134K +1,126 +11%
CAG
450
Csenge Advisory Group
Florida
$1.36M +$215K +1,785 +19%