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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 %
PWP
626
Perfromance Wealth Partners
Illinois
$526K
WWG
627
West Wealth Group
California
$526K
AACA
628
American Assets Capital Advisers
California
$525K -$34.2K -325 -6%
ASC
629
Atalanta Sosnoff Capital
New York
$524K +$36.3K +345 +7%
NP
630
NorthRock Partners
Minnesota
$523K -$136K -1,283 -21%
AAM
631
Augustine Asset Management
Florida
$523K -$36.5K -347 -7%
CPCPP
632
Canada Post Corporation Pension Plan
Canada
$521K +$521K +4,957 New
SG Americas Securities
633
SG Americas Securities
New York
$521K -$3.18M -30,272 -86%
FGP
634
Freestone Grove Partners
California
$519K +$519K +4,936 New
MGIA
635
Moneta Group Investment Advisors
Missouri
$518K +$106K +1,010 +26%
BHPW
636
Beverly Hills Private Wealth
California
$518K -$181K -1,719 -26%
PA
637
Profund Advisors
Maryland
$518K -$325K -3,090 -39%
TYCC
638
Texas Yale Capital Corp
Florida
$518K
PFG
639
Putney Financial Group
California
$518K +$518K +4,924 New
KeyBank National Association
640
KeyBank National Association
Ohio
$517K -$125K -1,193 -20%
CI
641
CX Institutional
Indiana
$505K +$2.94K +28 +0.6%
OFS
642
OneAscent Financial Services
Alabama
$501K +$501K +4,751 New
GLF
643
Groupe la Francaise
France
$500K +$500K +4,808 New
CFM
644
Catalyst Funds Management
Australia
$499K -$94.6K -900 -16%
HNWAG
645
High Net Worth Advisory Group
Florida
$493K
ST
646
Somerset Trust
Pennsylvania
$492K +$109K +1,040 +29%
Vontobel Holding
647
Vontobel Holding
Switzerland
$491K +$17.7K +168 +4%
ESB
648
Essex Savings Bank
Connecticut
$488K -$128K -1,214 -21%
FIM
649
Freedom Investment Management
Connecticut
$488K -$335K -3,192 -41%
SC
650
Scotia Capital
Ontario, Canada
$486K +$13.3K +126 +3%