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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 %
ZIMP
576
Zimmermann Investment Management & Planning
Pennsylvania
$722K +$8.91K +75 +1%
EE
577
EWG Elevate
California
$720K -$95.4K -803 -12%
ECM
578
Estabrook Capital Management
New York
$717K -$23.8K -200 -3%
S
579
SignatureFD
Georgia
$716K +$80.4K +677 +13%
OIA
580
OneDigital Investment Advisors
Kansas
$711K +$10.6K +89 +2%
WA
581
Wambolt & Associates
Colorado
$705K -$408K -3,449 -37%
RL
582
Retireful LLC
Michigan
$700K +$700K +5,891 New
GS
583
GTS Securities
New York
$699K +$699K +5,886 New
ESB
584
Essex Savings Bank
Connecticut
$696K -$6.54K -55 -0.9%
KWM
585
Kingsview Wealth Management
Oregon
$693K -$75.3K -634 -10%
CIM
586
Caldwell Investment Management
Ontario, Canada
$688K +$688K +5,900 New
AWA
587
Arete Wealth Advisors
Illinois
$679K -$255K -2,155 -27%
GSIAS
588
Garden State Investment Advisory Services
New Jersey
$677K
RMDI
589
R.M. Davis Inc
Maine
$676K
KFA
590
Kapstone Financial Advisors
Ohio
$676K
CFM
591
Catalyst Funds Management
Australia
$671K +$671K +5,648 New
OP
592
ORG Partners
Indiana
$666K +$475K +3,994 +248%
GA
593
Gateway Advisory
New Jersey
$651K +$651K +5,479 New
PFA
594
Pinnacle Family Advisors
Missouri
$651K +$31.3K +263 +5%
BP
595
Ballentine Partners
Massachusetts
$641K +$92.6K +779 +17%
AAM
596
Augustine Asset Management
Florida
$633K +$1.19K +10 +0.2%
AACA
597
American Assets Capital Advisers
California
$632K -$7.99M -67,216 -93%
SAM
598
Secure Asset Management
Michigan
$622K +$23.3K +196 +4%
MYAM
599
Meiji Yasuda Asset Management
Japan
$618K +$114K +962 +23%
VR
600
Valued Retirements
Texas
$618K