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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 %
CT
601
Coastline Trust
Rhode Island
$612K -$11.5K -97 -2%
CT
602
ClearAlpha Technologies
Connecticut
$609K +$609K +5,128 New
NS
603
NBC Securities
Alabama
$607K -$33.2K -280 -5%
CG
604
Caprock Group
Idaho
$605K +$126K +1,051 +26%
NAMNJ
605
NorthStar Asset Management (New Jersey)
New Jersey
$597K
PCS
606
Personal CFO Solutions
New Jersey
$596K -$12.2K -103 -2%
PWP
607
Perfromance Wealth Partners
Illinois
$595K
WWG
608
West Wealth Group
California
$594K
QT
609
Quantbot Technologies
New York
$593K -$7.13M -59,966 -92%
TYCC
610
Texas Yale Capital Corp
Florida
$585K
JFG
611
Jefferies Financial Group
New York
$583K -$43.3K -364 -7%
FMP
612
Financial Management Professionals
Texas
$576K +$8.44K +71 +1%
SWM
613
SFG Wealth Management
Maryland
$573K +$238 +2 +0%
STA
614
Summit Trail Advisors
New York
$571K +$571K +4,777 New
CI
615
CX Institutional
Indiana
$567K +$3.45K +29 +0.6%
YCG
616
Yeomans Consulting Group
Georgia
$562K +$562K +4,731 New
HNWAG
617
High Net Worth Advisory Group
Florida
$558K
IF
618
Intrua Financial
Texas
$557K +$46.1K +388 +9%
QI
619
Qtron Investments
Massachusetts
$557K -$511K -4,300 -48%
WIA
620
World Investment Advisors
California
$554K +$554K +4,664 New
ASC
621
Atalanta Sosnoff Capital
New York
$552K
SPC
622
Sigma Planning Corp
Michigan
$547K -$87.5K -736 -14%
TVM
623
True Vision MN
Minnesota
$543K +$58K +485 +12%
GFG
624
Goldstone Financial Group
Illinois
$540K -$10.5K -88 -2%
AIA
625
Armor Investment Advisors
North Carolina
$539K -$23.2K -195 -4%