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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 %
FHA
526
Flagship Harbor Advisors
Massachusetts
$942K +$942K +7,929 New
JIP
527
Jaffetilchin Investment Partners
Florida
$941K -$363K -3,057 -28%
OTPPB
528
Ontario Teachers' Pension Plan Board
Ontario, Canada
$936K +$936K +7,873 New
WS
529
Wedbush Securities
California
$932K -$444K -3,735 -32%
TGAM
530
TBH Global Asset Management
Tennessee
$931K +$832 +7 +0.1%
FIM
531
Freedom Investment Management
Connecticut
$931K -$108K -910 -10%
AIC
532
Archer Investment Corporation
Indiana
$927K -$261K -2,200 -22%
MFG
533
Merit Financial Group
Georgia
$926K -$97.1K -817 -9%
SCM
534
Sterling Capital Management
North Carolina
$926K +$926K +7,795 New
GAG
535
GM Advisory Group
New York
$926K -$33.3K -280 -3%
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$914K +$5.35K +45 +0.6%
FFO
537
Fiduciary Family Office
Florida
$911K -$79.6K -670 -8%
SFA
538
Sequoia Financial Advisors
Ohio
$909K -$34.4K -289 -4%
TMAM
539
Tokio Marine Asset Management
Japan
$900K +$900K +7,573 New
MWM
540
Mindset Wealth Management
Indiana
$898K +$898K +7,561 New
OWA
541
Outlook Wealth Advisors
Texas
$892K -$59.7K -502 -6%
BPWM
542
Badgley Phelps Wealth Managers
Washington
$891K
GT
543
Greenleaf Trust
Michigan
$878K +$27.3K +230 +3%
MS
544
Madden Securities
Texas
$876K
HH
545
Hilltop Holdings
Texas
$867K +$135K +1,134 +18%
USCWA
546
U.S. Capital Wealth Advisors
Texas
$865K -$2.42M -20,354 -74%
FG
547
Fiduciary Group
Georgia
$862K
BAM
548
Belpointe Asset Management
Nevada
$848K -$58.7K -494 -6%
SAM
549
Strategy Asset Managers
California
$844K +$844K +7,101 New
CCM
550
Coldstream Capital Management
Washington
$843K +$59K +497 +8%