IRM icon

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 %
WG
626
Welch Group
Alabama
$538K
TFA
627
Teamwork Financial Advisors
Texas
$535K -$24K -202 -4%
Vontobel Holding
628
Vontobel Holding
Switzerland
$535K +$535K +4,500 New
SC
629
Scotia Capital
Ontario, Canada
$534K -$3.45K -29 -0.6%
PPP
630
Private Portfolio Partners
New Jersey
$532K +$532K +4,480 New
LAM
631
LifePro Asset Management
California
$530K +$356 +3 +0.1%
JCIA
632
Jackson Creek Investment Advisors
Colorado
$529K +$529K +4,455 New
SF
633
Summit Financial
New Jersey
$525K +$24.4K +204 +5%
HFM
634
Hartford Funds Management
Pennsylvania
$523K +$42.1K +354 +9%
EI
635
EDMP Inc
Florida
$521K
Koshinski Asset Management
636
Koshinski Asset Management
Illinois
$519K +$4.04K +34 +0.8%
SI
637
Stephens Inc
Arkansas
$518K +$357 +3 +0.1%
PWM
638
Perigon Wealth Management
California
$516K +$19K +160 +4%
AAG
639
Armstrong Advisory Group
Massachusetts
$515K
BSTWA
640
Blake Schutter Theil Wealth Advisors
Ohio
$514K +$514K +4,322 New
SWM
641
Sculati Wealth Management
Michigan
$513K -$65.4K -550 -11%
RCM
642
Raleigh Capital Management
North Carolina
$511K +$12.7K +107 +3%
AFG
643
Atomi Financial Group
New York
$508K +$47.1K +396 +10%
NI
644
NCP Inc
California
$506K +$2.5K +21 +0.5%
LMKC
645
L.M. Kohn & Company
Ohio
$504K -$29.1K -245 -5%
KFGK
646
Keystone Financial Group (Kentucky)
Kentucky
$502K +$163K +1,370 +48%
JF
647
Jump Financial
Illinois
$501K +$150K +1,265 +43%
WBC
648
Westpac Banking Corp
Australia
$500K
Kovitz Investment Group Partners
649
Kovitz Investment Group Partners
Illinois
$495K +$91.9K +773 +23%
KCPG
650
Kavar Capital Partners Group
Kansas
$493K