IRM icon

Iron Mountain

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Koshinski Asset Management
576
Koshinski Asset Management
Illinois
$236K -$44.4K -890 -16%
WHC
577
Wulff, Hansen & Co
California
$235K
SAM
578
Seelaus Asset Management
New Jersey
$234K
HNWAG
579
High Net Worth Advisory Group
Florida
$234K -$60.3K -1,209 -20%
AAG
580
Armstrong Advisory Group
Massachusetts
$233K +$233K +4,683 New
EI
581
EDMP Inc
Florida
$232K -$1.55K -31 -0.7%
BBHC
582
Brown Brothers Harriman & Co
New York
$231K -$4.94K -99 -2%
EVM
583
Evelyn V. Moreno
$229K -$58.6K -1,176 -20%
BFM
584
Boston Financial Management
Massachusetts
$229K
FMP
585
Financial Management Professionals
Texas
$229K +$36K +723 +19%
PWM
586
Perigon Wealth Management
California
$228K -$406K -8,151 -64%
WG
587
Welch Group
Alabama
$226K +$226K +4,531 New
BCI
588
Brinker Capital Investments
Pennsylvania
$225K +$225K +4,515 New
BFS
589
Bradley Foster & Sargent
Connecticut
$225K +$225K +4,504 New
CS
590
Comerica Securities
Michigan
$224K -$1.46K -29 -0.6%
ACM
591
Advisors Capital Management
New Jersey
$224K -$7.89K -158 -3%
BHPW
592
Beverly Hills Private Wealth
California
$223K +$223K +4,468 New
XF
593
XML Financial
Maryland
$219K +$219K +4,384 New
CWM
594
Curi Wealth Management
North Carolina
$216K +$216K +4,327 New
GIM
595
Guild Investment Management
California
$214K +$214K +4,236 New
NP
596
Ninepoint Partners
Ontario, Canada
$213K -$39.3K -789 -16%
Capstone Investment Advisors
597
Capstone Investment Advisors
New York
$212K +$135K +2,704 +175%
TW
598
TrinityPoint Wealth
Connecticut
$207K +$207K +4,160 New
MGIA
599
Moneta Group Investment Advisors
Missouri
$207K +$207K +3,795 New
Carson Wealth (CWM LLC)
600
Carson Wealth (CWM LLC)
Nebraska
$207K +$37.7K +755 +22%