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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 %
TPCW
476
TD Private Client Wealth
New York
$1.2M -$172K -1,451 -13%
SIA
477
Strategic Investment Advisors
Michigan
$1.2M -$40.8K -343 -3%
FFWM
478
Future Financial Wealth Management
Ohio
$1.19M -$59.1K -497 -5%
AIM
479
Aquila Investment Management
New York
$1.19M
FIA
480
Foundations Investment Advisors
Arizona
$1.16M -$68.8K -579 -6%
CAM
481
Columbia Asset Management
Michigan
$1.16M -$4.75K -40 -0.4%
FFA
482
Farther Finance Advisors
California
$1.15M +$907K +7,632 +368%
MWPCG
483
Measured Wealth Private Client Group
New Hampshire
$1.15M -$103K -864 -8%
JWCA
484
J.W. Cole Advisors
Florida
$1.14M +$308K +2,590 +37%
BIA
485
Beacon Investment Advisors
Maryland
$1.13M +$4.87K +41 +0.4%
FFA
486
Founders Financial Alliance
North Carolina
$1.13M +$2.97K +25 +0.3%
BCA
487
Bay Colony Advisors
Massachusetts
$1.12M -$13.2K -111 -1%
OAM
488
Ostrum Asset Management
France
$1.12M +$13.7K +115 +1%
APC
489
Aspire Private Capital
North Carolina
$1.12M +$16.9K +142 +2%
HWM
490
HB Wealth Management
Georgia
$1.11M +$321K +2,702 +41%
NMIMC
491
Northwestern Mutual Investment Management Company
Wisconsin
$1.1M -$3.68K -31 -0.3%
Walleye Trading
492
Walleye Trading
New York
$1.09M +$1.09M +9,152 New
SSWM
493
Strait & Sound Wealth Management
California
$1.08M -$32.9K -277 -3%
MCM
494
Monument Capital Management
Virginia
$1.08M -$69.8K -587 -6%
UWPG
495
Ullmann Wealth Partners Group
Florida
$1.08M +$6.06K +51 +0.6%
CRI
496
Colonial River Investments
Virginia
$1.07M -$26.7K -225 -2%
VEA
497
Virtus ETF Advisers
New York
$1.07M +$1.07M +8,989 New
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$1.06M +$23.5K +198 +2%
HHRDM
499
H&H Retirement Design & Management
Nevada
$1.06M
ABC
500
Associated Banc-Corp
Wisconsin
$1.05M +$1.05M +8,863 New