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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 %
FFA
651
Farther Finance Advisors
California
$482K -$538K -5,119 -53%
AFG
652
Atomi Financial Group
New York
$479K +$29.7K +283 +7%
AIA
653
Armor Investment Advisors
North Carolina
$475K -$1.58K -15 -0.3%
TFA
654
Teamwork Financial Advisors
Texas
$472K -$841 -8 -0.2%
PPP
655
Private Portfolio Partners
New Jersey
$471K
WG
656
Welch Group
Alabama
$470K
TL
657
Tradewinds LLC
North Carolina
$464K +$464K +4,415 New
IA
658
IFP Advisors
Florida
$464K +$89.1K +848 +24%
AAG
659
Armstrong Advisory Group
Massachusetts
$456K
MSA
660
MUFG Securities Americas
New York
$455K +$455K +4,333 New
GI
661
GAMMA Investing
California
$455K +$56.2K +535 +14%
BSTWA
662
Blake Schutter Theil Wealth Advisors
Ohio
$454K
SWM
663
SFG Wealth Management
Maryland
$454K -$52.6K -500 -10%
SWM
664
Sculati Wealth Management
Michigan
$454K
VA
665
Vident Advisory
Georgia
$453K +$51.9K +494 +13%
WA
666
Wambolt & Associates
Colorado
$452K -$175K -1,667 -28%
PWM
667
Perigon Wealth Management
California
$450K -$28K -254 -6%
NI
668
NCP Inc
California
$450K +$1.89K +18 +0.4%
BWM
669
BCO Wealth Management
New Mexico
$449K +$449K +4,275 New
WBC
670
Westpac Banking Corp
Australia
$442K
PWMG
671
Prestige Wealth Management Group
New Jersey
$440K +$33.2K +314 +8%
SI
672
Stephens Inc
Arkansas
$440K -$18.3K -174 -4%
LMKC
673
L.M. Kohn & Company
Ohio
$439K -$7.36K -70 -2%
Kovitz Investment Group Partners
674
Kovitz Investment Group Partners
Illinois
$438K +$526 +5 +0.1%
KCPG
675
Kavar Capital Partners Group
Kansas
$436K