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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 %
Balyasny Asset Management
551
Balyasny Asset Management
Illinois
$838K -$1.59M -13,395 -66%
WSFS
552
Wilmington Savings Fund Society
Delaware
$837K +$837K +7,047 New
VCA
553
Verdence Capital Advisors
Maryland
$835K +$324K +2,726 +63%
EI
554
Ellevest Inc
New York
$832K +$62.4K +525 +8%
FF
555
Friedenthal Financial
New Jersey
$824K +$824K +6,931 New
WT
556
Washington Trust
Rhode Island
$818K -$14.9K -125 -2%
BI
557
Bramshill Investments
Florida
$810K -$501K -4,215 -38%
GT
558
Glenmede Trust
Pennsylvania
$810K +$832 +7 +0.1%
VSQM
559
V-Square Quantitative Management
Illinois
$809K +$4.4K +37 +0.5%
QWM
560
Quadcap Wealth Management
Texas
$795K +$8.79K +74 +1%
BHPW
561
Beverly Hills Private Wealth
California
$790K -$109K -920 -12%
CF
562
Centaurus Financial
California
$779K -$18.3K -154 -2%
GWMR
563
GC Wealth Management RIA
Massachusetts
$776K -$1.34M -11,254 -63%
AGA
564
Accuvest Global Advisors
Utah
$769K +$769K +6,473 New
SSWM
565
Sheets Smith Wealth Management
North Carolina
$762K -$5.94K -50 -0.8%
SWM
566
SeaCrest Wealth Management
New York
$759K -$84.8K -714 -10%
RJT
567
Raymond James Trust
Florida
$748K -$32.8K -276 -4%
PL
568
Perpetual Ltd
Australia
$747K -$795K -6,690 -52%
FCP
569
Fidelis Capital Partners
Florida
$745K +$480K +3,821 +181%
NP
570
NorthRock Partners
Minnesota
$742K -$139K -1,170 -16%
NFG
571
Nations Financial Group
Iowa
$737K +$333K +2,801 +82%
CIA
572
Concurrent Investment Advisors
Florida
$734K -$237K -1,996 -24%
GKWIM
573
Gerber Kawasaki Wealth & Investment Management
California
$733K -$27.1K -228 -4%
DA
574
DCM Advisors
New York
$730K -$65.6K -552 -8%
KeyBank National Association
575
KeyBank National Association
Ohio
$726K +$62.5K +526 +9%