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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 %
RWPA
651
Richard W. Paul & Associates
Michigan
$490K -$24.4K -205 -5%
CWM
652
Cornerstone Wealth Management
Missouri
$489K +$119 +1 +0%
DEM
653
Disciplined Equity Management
Florida
$485K
BWL
654
Bogart Wealth LLC
Virginia
$485K -$8.91K -75 -2%
Fayez Sarofim & Co
655
Fayez Sarofim & Co
Texas
$485K -$75.7K -637 -14%
ACM
656
Advisors Capital Management
New Jersey
$483K +$2.73K +23 +0.6%
TNBTD
657
Trustmark National Bank Trust Department
Mississippi
$480K -$21.9K -184 -4%
AIM
658
Aspen Investment Management
Michigan
$479K +$92K +775 +24%
S
659
Sachetta
Massachusetts
$478K
CBB
660
Citizens Business Bank
California
$475K
HI
661
Horizon Investments
North Carolina
$473K -$66.3K -558 -12%
HGERS
662
Householder Group Estate & Retirement Specialist
Arizona
$470K +$11.4K +96 +2%
SEP
663
Southland Equity Partners
Missouri
$467K -$106K -889 -18%
MGIA
664
Moneta Group Investment Advisors
Missouri
$466K +$29.7K +250 +7%
CWP
665
Core Wealth Partners
California
$465K +$1.43K +12 +0.3%
RWB
666
RMR Wealth Builders
New Jersey
$465K -$30.2K -253 -6%
PNC
667
Park National Corp
Ohio
$464K
AAIS
668
ABN AMRO Investment Solutions
$464K +$464K +3,901 New
CWG
669
Cornerstone Wealth Group
North Carolina
$462K +$475 +4 +0.1%
LP
670
LMR Partners
United Kingdom
$462K -$1.45M -12,241 -76%
AAS
671
Ameritas Advisory Services
Nebraska
$461K -$7.96K -67 -2%
AA
672
Aire Advisors
California
$460K +$2.97K +25 +0.6%
PWMG
673
Prestige Wealth Management Group
New Jersey
$460K +$444K +3,712 +2,770%
CTC
674
Cetera Trust Company
Minnesota
$457K -$23.8K -200 -5%
WAM
675
Walker Asset Management
Missouri
$457K +$3.21K +27 +0.7%