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Iron Mountain

810 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.78%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
601
Curi Wealth Management
North Carolina
$246K
TPWA
602
TRUE Private Wealth Advisors
Oregon
$245K
BFM
603
Boston Financial Management
Massachusetts
$242K -$19.3K -340 -7%
SIA
604
Soltis Investment Advisors
Utah
$241K -$1.78M -31,268 -88%
OCBCO
605
Oversea-Chinese Banking Corp (OCBC)
Singapore
$239K -$141K -2,478 -37%
KCPG
606
Kavar Capital Partners Group
Kansas
$236K -$1.17M -20,668 -83%
CWG
607
Crown Wealth Group
North Carolina
$236K
AWM
608
Avior Wealth Management
Nebraska
$236K +$2.33K +41 +1%
S
609
SignatureFD
Georgia
$234K +$40K +704 +21%
Koshinski Asset Management
610
Koshinski Asset Management
Illinois
$233K -$27.3K -480 -10%
BWL
611
Bogart Wealth LLC
Virginia
$232K +$1.71K +30 +0.7%
WP
612
WealthSource Partners
California
$231K +$11.6K +205 +5%
Federated Hermes
613
Federated Hermes
Pennsylvania
$228K +$151K +2,649 +194%
Tudor Investment Corp
614
Tudor Investment Corp
Connecticut
$228K +$228K +4,008 New
RIS
615
Retirement Income Solutions
Michigan
$227K
MMHP
616
Murphy Middleton Hinkle & Parker
Georgia
$227K
CBB
617
Citizens Business Bank
California
$227K
TFA
618
Toth Financial Advisory
Virginia
$225K
XWM
619
Xcel Wealth Management
Florida
$222K
PNC
620
Park National Corp
Ohio
$222K
PTC
621
Private Trust Company
Ohio
$220K +$68.1K +1,199 +45%
RCM
622
Raleigh Capital Management
North Carolina
$219K +$17.1K +301 +8%
SFC
623
Strategic Financial Concepts
Texas
$219K -$26K -457 -11%
CII
624
Capital International Inc
California
$218K -$186K -3,272 -46%
FA
625
FDx Advisors
Illinois
$218K -$340K -5,980 -61%