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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 %
BAM
551
Belpointe Asset Management
Nevada
$821K +$12.7K +112 +2%
GAG
552
GM Advisory Group
New York
$819K
IBOK
553
Independence Bank of Kentucky
Kentucky
$812K -$429K -4,086 -35%
Two Sigma Advisers
554
Two Sigma Advisers
New York
$809K +$809K +7,700 New
CG
555
Caprock Group
Idaho
$800K +$266K +2,511 +50%
MWM
556
Mindset Wealth Management
Indiana
$797K +$2.52K +24 +0.3%
GT
557
Greenleaf Trust
Michigan
$794K +$17.3K +165 +2%
PCM
558
Prelude Capital Management
New York
$785K +$785K +7,471 New
BPWM
559
Badgley Phelps Wealth Managers
Washington
$782K -$6.14K -58 -0.8%
OWA
560
Outlook Wealth Advisors
Texas
$779K -$9.88K -94 -1%
AWA
561
Arete Wealth Advisors
Illinois
$776K +$173K +1,650 +29%
GRP
562
Global Retirement Partners
California
$772K -$158K -1,507 -17%
MS
563
Madden Securities
Texas
$767K -$7.88K -75 -1%
BPA
564
Beacon Pointe Advisors
California
$766K -$430K -4,091 -36%
OTL
565
Oak Thistle LLC
New York
$759K +$399K +3,800 +111%
CCM
566
Coldstream Capital Management
Washington
$755K +$8.09K +77 +1%
BBVA
567
Banco Bilbao Vizcaya Argentaria
Spain
$755K -$371K -3,529 -33%
PRS
568
Pinkerton Retirement Specialists
Idaho
$753K +$515K +4,897 +216%
HH
569
Hilltop Holdings
Texas
$750K -$17.2K -164 -2%
Jones Financial Companies
570
Jones Financial Companies
Missouri
$748K +$453K +4,310 +153%
EI
571
Ellevest Inc
New York
$745K +$9.36K +89 +1%
SAM
572
Strategy Asset Managers
California
$745K -$1.79K -17 -0.2%
GT
573
Glenmede Trust
Pennsylvania
$743K +$26.9K +256 +4%
WSFS
574
Wilmington Savings Fund Society
Delaware
$741K
VCA
575
Verdence Capital Advisors
Maryland
$739K -$210 -2 -0%