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Iron Mountain

827 hedge funds and large institutions have $13.7B invested in Iron Mountain in 2023 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 290 increasing their positions, 312 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
827
Holders Change
+17
Holders Change %
+2.1%
% of All Funds
13.19%
Holding in Top 10
13
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+85.71%
% of All Funds
0.21%
New
88
Increased
290
Reduced
312
Closed
63
Calls
$129M
Puts
$65.6M
Net Calls
+$63.3M
Net Calls Change
+$7.46M
Name Holding Trade Value Shares
Change
Shares
Change %
LMKC
576
L.M. Kohn & Company
Ohio
$290K
CWM
577
Cornerstone Wealth Management
Missouri
$288K +$29.5K +497 +11%
GFG
578
Goldstone Financial Group
Illinois
$287K -$23.8K -401 -8%
RWPA
579
Richard W. Paul & Associates
Michigan
$286K -$10.6K -178 -4%
WANY
580
Wealthspire Advisors (New York)
New York
$286K +$286K +4,808 New
CI
581
CX Institutional
Indiana
$282K +$282K +4,736 New
WHC
582
Wulff, Hansen & Co
California
$281K
PCS
583
Personal CFO Solutions
New Jersey
$279K +$3.51K +59 +1%
HNWAG
584
High Net Worth Advisory Group
Florida
$279K
SC
585
Scotia Capital
Ontario, Canada
$275K -$184K -3,101 -40%
SI
586
Stephens Inc
Arkansas
$275K +$15.7K +264 +6%
HNB
587
Huntington National Bank
Ohio
$273K -$8.74K -147 -3%
CS
588
Comerica Securities
Michigan
$271K -$11.1K -184 -4%
PA
589
Prossimo Advisors
California
$271K
DWM
590
Dakota Wealth Management
Florida
$270K -$75.3K -1,267 -22%
WG
591
Welch Group
Alabama
$269K
IA
592
IFP Advisors
Florida
$269K -$1.13K -19 -0.4%
AAG
593
Armstrong Advisory Group
Massachusetts
$267K -$11.9K -200 -4%
TI
594
Tidal Investments
Wisconsin
$265K -$435K -7,325 -62%
HGERS
595
Householder Group Estate & Retirement Specialist
Arizona
$265K +$265K +4,455 New
Federated Hermes
596
Federated Hermes
Pennsylvania
$263K +$24K +403 +10%
TL
597
Tradewinds LLC
North Carolina
$262K +$262K +4,415 New
HI
598
Horizon Investments
North Carolina
$261K -$1.61K -27 -0.6%
EI
599
EDMP Inc
Florida
$261K
1WM
600
1900 Wealth Management
Texas
$261K +$261K +4,385 New