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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 %
WLG
601
Williamson Legacy Group
Indiana
$613K +$613K +5,834 New
SWM
602
SeaCrest Wealth Management
New York
$609K -$62.6K -596 -9%
BP
603
Ballentine Partners
Massachusetts
$608K +$40.8K +388 +7%
STA
604
Summit Trail Advisors
New York
$604K +$98.1K +927 +19%
OIA
605
OneDigital Investment Advisors
Kansas
$599K -$30.2K -287 -5%
KWM
606
Kingsview Wealth Management
Oregon
$593K -$20.1K -191 -3%
GSIAS
607
Garden State Investment Advisory Services
New Jersey
$588K -$11.5K -109 -2%
Fisher Asset Management
608
Fisher Asset Management
Washington
$587K +$587K +5,587 New
PFA
609
Pinnacle Family Advisors
Missouri
$585K +$9.56K +91 +2%
BBHC
610
Brown Brothers Harriman & Co
New York
$584K -$313K -2,978 -35%
Fidelity International
611
Fidelity International
Bermuda
$583K +$516K +4,908 +768%
KFA
612
Kapstone Financial Advisors
Ohio
$583K +$402 +4 +0.1%
FMP
613
Financial Management Professionals
Texas
$571K +$61.9K +589 +12%
RL
614
Retireful LLC
Michigan
$570K -$49.2K -468 -8%
RMDI
615
R.M. Davis Inc
Maine
$569K -$28.2K -268 -5%
ACA
616
Aptus Capital Advisors
Alabama
$564K +$280K +2,661 +99%
SAM
617
Secure Asset Management
Michigan
$563K +$13.3K +127 +2%
ECM
618
Estabrook Capital Management
New York
$561K -$73.6K -700 -12%
GFM
619
GF Fund Management
China
$560K +$560K +5,330 New
GSEP
620
Golden State Equity Partners
California
$557K +$557K +5,302 New
PAM
621
Panagora Asset Management
Massachusetts
$556K +$178K +1,696 +47%
MYAM
622
Meiji Yasuda Asset Management
Japan
$550K +$2.94K +28 +0.5%
EF
623
Empowered Funds
Pennsylvania
$546K -$871K -8,291 -61%
VR
624
Valued Retirements
Texas
$546K -$841 -8 -0.2%
NAMNJ
625
NorthStar Asset Management (New Jersey)
New Jersey
$527K -$946 -9 -0.2%