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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 %
JWCA
526
J.W. Cole Advisors
Florida
$382K +$10.5K +177 +3%
HWM
527
HB Wealth Management
Georgia
$381K +$81.7K +1,374 +27%
KACA
528
Kayne Anderson Capital Advisors
California
$380K +$380K +6,400 New
SWM
529
Sculati Wealth Management
Michigan
$380K -$24.6K -413 -6%
GKWIM
530
Gerber Kawasaki Wealth & Investment Management
California
$373K -$48.2K -810 -11%
GSIAS
531
Garden State Investment Advisory Services
New Jersey
$369K +$360 +6 +0.1%
HH
532
Hilltop Holdings
Texas
$368K +$7.55K +127 +2%
PRC
533
Pearl River Capital
Michigan
$367K +$367K +6,181 New
AMBIA
534
Allen Mooney & Barnes Investment Advisors
Georgia
$367K +$69.7K +1,173 +23%
EGM
535
Engineers Gate Manager
New York
$366K -$445K -7,482 -55%
EGA
536
E&G Advisors
Texas
$364K -$29.7K -500 -8%
TSS
537
Two Sigma Securities
New York
$363K +$363K +6,111 New
WAP
538
Wealthcare Advisory Partners
Pennsylvania
$360K -$13K -218 -3%
TPW
539
Transatlantique Private Wealth
New York
$357K -$3.92K -66 -1%
PPP
540
Private Portfolio Partners
New Jersey
$355K -$6.6K -111 -2%
TC
541
TownSquare Capital
Utah
$353K -$91.3K -1,536 -21%
AIMCA
542
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$351K
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$348K +$63.6K +1,071 +22%
GAM
544
Griffin Asset Management
New York
$348K +$1.55K +26 +0.4%
SWM
545
SFG Wealth Management
Maryland
$348K -$12.7K -214 -4%
GSEP
546
Golden State Equity Partners
California
$345K -$2.44K -41 -0.7%
KFA
547
Kapstone Financial Advisors
Ohio
$344K
ASC
548
Atalanta Sosnoff Capital
New York
$344K -$9.27K -156 -3%
QC
549
Quadrature Capital
United Kingdom
$340K +$340K +5,724 New
NS
550
NBC Securities
Alabama
$334K +$334K +5,634 New