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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 %
VSQM
576
V-Square Quantitative Management
Illinois
$738K +$22.5K +214 +3%
FG
577
Fiduciary Group
Georgia
$736K -$26.3K -250 -3%
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$729K +$582K +5,541 +397%
WT
579
Washington Trust
Rhode Island
$724K
Carson Wealth (CWM LLC)
580
Carson Wealth (CWM LLC)
Nebraska
$719K -$89.3K -850 -11%
SFI
581
Susquehanna Fundamental Investments
Pennsylvania
$707K +$707K +6,731 New
BI
582
Bramshill Investments
Florida
$707K -$9.46K -90 -1%
UB
583
UMB Bank
Missouri
$702K -$3.56M -33,862 -84%
SAM
584
Smith Asset Management
Florida
$700K +$700K +6,655 New
Fayez Sarofim & Co
585
Fayez Sarofim & Co
Texas
$700K +$271K +2,575 +63%
CF
586
Centaurus Financial
California
$699K +$9.36K +89 +1%
HFM
587
Harvest Fund Management
China
$691K -$1.2M -11,417 -63%
CIA
588
Concurrent Investment Advisors
Florida
$672K +$22.9K +218 +4%
S
589
SignatureFD
Georgia
$656K +$22.6K +215 +4%
GKWIM
590
Gerber Kawasaki Wealth & Investment Management
California
$649K +$1.26K +12 +0.2%
SF
591
Summit Financial
New Jersey
$648K +$184K +1,744 +40%
GWMR
592
GC Wealth Management RIA
Massachusetts
$647K -$39.7K -378 -6%
DAS
593
Diversify Advisory Services
Utah
$643K -$160K -1,585 -20%
HFM
594
Hartford Funds Management
Pennsylvania
$639K +$177K +1,684 +38%
SSWM
595
Sheets Smith Wealth Management
North Carolina
$636K -$37.3K -355 -6%
TPCW
596
TD Private Client Wealth
New York
$630K -$431K -4,104 -41%
NFG
597
Nations Financial Group
Iowa
$626K -$25.8K -245 -4%
FCP
598
Fidelis Capital Partners
Florida
$625K +$28.1K +279 +5%
GFG
599
Goldstone Financial Group
Illinois
$615K +$137K +1,304 +29%
EE
600
EWG Elevate
California
$614K -$23.1K -220 -4%