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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 %
GRP
501
Global Retirement Partners
California
$1.05M -$37.7K -317 -3%
HA
502
Herold Advisors
New York
$1.04M
KRSITF
503
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.03M -$91.5K -770 -8%
ECM
504
Everence Capital Management
Indiana
$1.03M
AI
505
Axecap Investments
Ohio
$1.03M +$1.03M +8,634 New
FFO
506
Fortitude Family Office
Arizona
$1.02M +$841K +7,075 +480%
BBHC
507
Brown Brothers Harriman & Co
New York
$1.01M +$713 +6 +0.1%
ACA
508
Atlas Capital Advisors
Wyoming
$1.01M +$149K +1,251 +17%
NW
509
NewEdge Wealth
Pennsylvania
$1M -$63.8K -537 -6%
CIAS
510
Capital Investment Advisory Services
North Carolina
$1M -$331K -2,787 -25%
HBT
511
Heartland Bank & Trust
Illinois
$999K -$32.7K -275 -3%
CCA
512
Checchi Capital Advisers
California
$991K -$59.9K -504 -6%
DAS
513
Diversify Advisory Services
Utah
$984K +$135K +1,091 +16%
AP
514
Atwood & Palmer
Missouri
$980K
EFS
515
Essex Financial Services
Connecticut
$972K -$123K -996 -11%
AUB
516
Atlantic Union Bankshares
Virginia
$971K -$29.7K -250 -3%
MC
517
Mathes Company
New York
$968K
IAN
518
Integrated Advisors Network
Texas
$966K -$3.45K -29 -0.4%
P
519
&Partners
Tennessee
$965K +$965K +8,294 New
B
520
Bailard
California
$957K
PA
521
Profund Advisors
Maryland
$953K +$396K +3,333 +71%
FTDI
522
First Trust Direct Indexing
Massachusetts
$949K -$5.47K -46 -0.6%
BCI
523
Brinker Capital Investments
Pennsylvania
$946K +$240K +2,021 +34%
OPS
524
Orion Portfolio Solutions
Nebraska
$946K +$240K +2,021 +34%
EH
525
Equitable Holdings
New York
$943K -$68.1K -573 -7%