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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 %
P
501
&Partners
Tennessee
$1.01M +$136K +1,283 +15%
BIA
502
Beacon Investment Advisors
Maryland
$999K -$3.57K -34 -0.4%
HF
503
HRT Financial
New York
$998K +$998K +9,500 New
MWPCG
504
Measured Wealth Private Client Group
New Hampshire
$983K -$32.5K -309 -3%
NMIMC
505
Northwestern Mutual Investment Management Company
Wisconsin
$979K +$2.21K +21 +0.2%
LNWWM
506
Laird Norton Wetherby Wealth Management
California
$970K +$30.4K +289 +3%
PCIA
507
Prime Capital Investment Advisors
Kansas
$965K -$129K -1,230 -12%
AI
508
Axecap Investments
Ohio
$962K +$54.1K +515 +6%
ETC
509
Exchange Traded Concepts
Oklahoma
$961K +$579K +5,511 +152%
SSWM
510
Strait & Sound Wealth Management
California
$959K +$526 +5 +0.1%
UWPG
511
Ullmann Wealth Partners Group
Florida
$958K +$4.63K +44 +0.5%
TC
512
TwinBeech Capital
New York
$956K +$956K +9,094 New
CAM
513
Columbia Asset Management
Michigan
$955K -$69.4K -660 -7%
OAM
514
Ostrum Asset Management
France
$949K -$39.2K -373 -4%
FFA
515
Founders Financial Alliance
North Carolina
$947K -$51K -485 -5%
VEA
516
Virtus ETF Advisers
New York
$944K -$631 -6 -0.1%
BCI
517
Brinker Capital Investments
Pennsylvania
$938K +$101K +957 +12%
OPS
518
Orion Portfolio Solutions
Nebraska
$938K +$101K +957 +12%
FHA
519
Flagship Harbor Advisors
Massachusetts
$936K +$103K +977 +12%
MCM
520
Monument Capital Management
Virginia
$934K -$22.9K -218 -2%
RPSA
521
Richard P. Slaughter Associates
Texas
$930K -$148K -1,405 -14%
HA
522
Herold Advisors
New York
$920K +$105 +1 +0%
VI
523
Versor Investments
New York
$915K +$915K +8,707 New
FFO
524
Fortitude Family Office
Arizona
$914K +$15.5K +147 +2%
ACA
525
Atlas Capital Advisors
Wyoming
$913K +$17K +162 +2%