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Iron Mountain

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
651
Ameritas Advisory Services
Nebraska
$354K -$448 -5 -0.1%
CWP
652
Core Wealth Partners
California
$350K +$1.17K +13 +0.3%
PNC
653
Park National Corp
Ohio
$350K
CWG
654
Cornerstone Wealth Group
North Carolina
$348K +$6.54K +73 +2%
AFG
655
Atomi Financial Group
New York
$348K +$97.7K +1,090 +39%
OBWG
656
Onyx Bridge Wealth Group
New York
$348K
HGERS
657
Householder Group Estate & Retirement Specialist
Arizona
$345K -$268 -3 -0.1%
AA
658
Aire Advisors
California
$345K +$2.87K +32 +0.8%
HNB
659
Huntington National Bank
Ohio
$345K +$8.87K +99 +3%
SG
660
Sienna Gestion
France
$344K +$38.3K +428 +13%
WAM
661
Walker Asset Management
Missouri
$342K +$2.78K +31 +0.8%
LWA
662
Ledgewood Wealth Advisors
New Hampshire
$341K
NAM
663
Nexpoint Asset Management
Texas
$341K
ST
664
Somerset Trust
Pennsylvania
$335K +$40.1K +447 +14%
SB
665
Strategic Blueprint
Georgia
$335K -$4.75K -53 -1%
CPIG
666
Chicago Partners Investment Group
Illinois
$333K +$333K +3,287 New
EGA
667
E&G Advisors
Texas
$332K
MGIA
668
Moneta Group Investment Advisors
Missouri
$329K -$28.3K -316 -8%
OWM
669
OneAscent Wealth Management
Alabama
$323K +$323K +3,589 New
PAM
670
Panagora Asset Management
Massachusetts
$323K -$986 -11 -0.3%
MG
671
Mather Group
Illinois
$322K +$131K +1,632 +69%
LGA
672
Lebenthal Global Advisors
New York
$319K -$6.81K -76 -2%
PTC
673
Philadelphia Trust Company
Pennsylvania
$314K
RSWA
674
Robinson Smith Wealth Advisors
Maine
$314K
BCMO
675
Buckingham Capital Management (Ohio)
Ohio
$312K