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Iron Mountain

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AAM
576
Augustine Asset Management
Florida
$476K +$14.3K +160 +3%
JFG
577
Jefferies Financial Group
New York
$473K +$78K +870 +20%
CT
578
Coastline Trust
Rhode Island
$470K
PFA
579
Pinnacle Family Advisors
Missouri
$467K -$1.08K -12 -0.2%
VR
580
Valued Retirements
Texas
$466K
SWP
581
Strategic Wealth Partners
Ohio
$463K +$463K +5,170 New
SRL
582
Scientech Research LLC
New Jersey
$463K +$212K +2,366 +85%
PCS
583
Personal CFO Solutions
New Jersey
$458K +$9.59K +107 +2%
SAM
584
Secure Asset Management
Michigan
$451K +$451K +5,035 New
NAMNJ
585
NorthStar Asset Management (New Jersey)
New Jersey
$450K
PWP
586
Perfromance Wealth Partners
Illinois
$449K +$10.6K +118 +2%
WWG
587
West Wealth Group
California
$448K
TYCC
588
Texas Yale Capital Corp
Florida
$441K
DT
589
Diversified Trust
Tennessee
$439K -$444K -4,957 -50%
WT
590
Whittier Trust
California
$437K +$170K +1,899 +64%
SWM
591
Sculati Wealth Management
Michigan
$436K
SEP
592
Southland Equity Partners
Missouri
$432K +$7.08K +79 +2%
SWM
593
SFG Wealth Management
Maryland
$432K -$20.8K -232 -5%
FMP
594
Financial Management Professionals
Texas
$428K +$36.6K +408 +9%
CI
595
CX Institutional
Indiana
$425K -$1.17K -13 -0.3%
AIA
596
Armor Investment Advisors
North Carolina
$424K -$330K -3,686 -44%
Fayez Sarofim & Co
597
Fayez Sarofim & Co
Texas
$423K -$67.7K -755 -14%
TFA
598
Teamwork Financial Advisors
Texas
$422K -$90 -1 -0%
HNWAG
599
High Net Worth Advisory Group
Florida
$420K
PA
600
Profund Advisors
Maryland
$420K +$12.6K +141 +3%