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Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
CWG
551
Crown Wealth Group
North Carolina
$251K
CA
552
Cullinan Associates
Kentucky
$250K
CCA
553
Checchi Capital Advisers
California
$249K +$45.1K +932 +22%
NP
554
Ninepoint Partners
Ontario, Canada
$246K +$246K +5,062 New
Man Group
555
Man Group
United Kingdom
$243K
WWG
556
West Wealth Group
California
$243K
MMG
557
Monetary Management Group
Missouri
$239K -$34.1K -700 -13%
PCS
558
Personal CFO Solutions
New Jersey
$239K -$23.5K -481 -9%
QCIG
559
Quad-Cities Investment Group
Iowa
$239K +$974 +20 +0.4%
PWP
560
Perfromance Wealth Partners
Illinois
$238K
APP
561
Alpha Paradigm Partners
Illinois
$238K +$21.6K +443 +10%
SWM
562
Selective Wealth Management
Virginia
$238K +$22.4K +459 +10%
BJL
563
Brighton Jones LLC
Washington
$236K +$5.9K +121 +3%
BL
564
Balentine LLC
Georgia
$235K +$235K +4,820 New
Koshinski Asset Management
565
Koshinski Asset Management
Illinois
$234K
LMKC
566
L.M. Kohn & Company
Ohio
$233K
ACM
567
Advisors Capital Management
New Jersey
$231K -$9.7K -199 -4%
WHC
568
Wulff, Hansen & Co
California
$230K
BBHC
569
Brown Brothers Harriman & Co
New York
$230K +$4.81K +99 +2%
AFWM
570
AMJ Financial Wealth Management
Virginia
$229K -$232K -4,776 -50%
EI
571
EDMP Inc
Florida
$228K
TW
572
TrinityPoint Wealth
Connecticut
$227K -$36K -739 -14%
TFA
573
Toth Financial Advisory
Virginia
$227K
PPW
574
Pinnacle Private Wealth
Massachusetts
$227K +$33K +676 +17%
GWM
575
Gitterman Wealth Management
New Jersey
$225K -$28.2K -580 -11%