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Iron Mountain

761 hedge funds and large institutions have $10.9B invested in Iron Mountain in 2022 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 299 increasing their positions, 256 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
761
Holders Change
-11
Holders Change %
-1.42%
% of All Funds
12.87%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.15%
New
78
Increased
299
Reduced
256
Closed
73
Calls
$133M
Puts
$95.3M
Net Calls
+$37.8M
Net Calls Change
+$9.25M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
676
MassMutual Private Wealth & Trust
Connecticut
$30K +$1.01K +21 +3%
LC
677
Lindbrook Capital
California
$29K +$11.2K +231 +63%
LF
678
Lee Financial
Texas
$28K +$1.49K +30 +6%
WB
679
Webster Bank
Connecticut
$27K
FWM
680
Focused Wealth Management
New York
$26K +$197 +4 +0.8%
FA
681
Financial Avengers
California
$26K +$243 +5 +0.9%
TCOV
682
Trust Company of Vermont
Vermont
$25K +$25K +522 New
HBW
683
Hazlett, Burt & Watson
West Virginia
$24K
WWM
684
Wagner Wealth Management
South Carolina
$24K +$24K +500 New
GIA
685
GHP Investment Advisors
Colorado
$23K +$239 +5 +1%
QCG
686
Quadrant Capital Group
Ohio
$22K -$341 -7 -2%
BAM
687
Byrne Asset Management
New Jersey
$22K
Bank of Montreal
688
Bank of Montreal
Ontario, Canada
$22K -$14.2K -288,273 -39%
BWM
689
Baystate Wealth Management
Massachusetts
$21K +$241 +5 +1%
PP
690
PFS Partners
New Jersey
$20.4K
RTC
691
Riverview Trust Company
Washington
$20K
SL
692
Savior LLC
Massachusetts
$19K -$2K -40 -10%
AA
693
AlphaMark Advisors
Kentucky
$19K
BONH
694
Bank of New Hampshire
New Hampshire
$19K
FCT
695
First Community Trust
Iowa
$19K
CWM
696
Castle Wealth Management
Florida
$19K +$19K +384 New
JWA
697
JFS Wealth Advisors
Pennsylvania
$18K
GM
698
GeoWealth Management
Illinois
$18K +$2.57K +54 +17%
PSB
699
Piscataqua Savings Bank
New Hampshire
$17K
PK
700
Pflug Koory
Nebraska
$16K