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Iron Mountain

777 hedge funds and large institutions have $11.5B invested in Iron Mountain in 2022 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 299 increasing their positions, 250 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
777
Holders Change
+39
Holders Change %
+5.28%
% of All Funds
12.54%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
93
Increased
299
Reduced
250
Closed
39
Calls
$159M
Puts
$86.1M
Net Calls
+$72.8M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BCMLT
676
Beacon Capital Management LLC (Tennessee)
Tennessee
$40.9K
AWM
677
AllSquare Wealth Management
New York
$39.8K
AWM
678
Abound Wealth Management
Tennessee
$39.6K +$748 +15 +2%
AF
679
Advisornet Financial
Minnesota
$38.5K +$449 +9 +1%
AWM
680
Avior Wealth Management
Nebraska
$38.2K
MPWT
681
MassMutual Private Wealth & Trust
Connecticut
$38K -$4.24K -84 -10%
CT
682
Cambridge Trust
Massachusetts
$37K -$2.22K -44 -6%
FPFS
683
First Personal Financial Services
North Carolina
$36.3K -$2.84K -57 -7%
TWD
684
True Wealth Design
Ohio
$33.4K +$33.4K +670 New
VNA
685
Valley National Advisers
Pennsylvania
$33K
TAM
686
Tucker Asset Management
Colorado
$32.8K
GIA
687
GHP Investment Advisors
Colorado
$31.9K +$7.62K +153 +31%
FWM
688
Focused Wealth Management
New York
$31K +$4.54K +91 +17%
WB
689
Webster Bank
Connecticut
$28K
LC
690
Lindbrook Capital
California
$27.4K -$4.59K -92 -14%
FA
691
Financial Avengers
California
$27.3K +$349 +7 +1%
FFA
692
Farther Finance Advisors
California
$27K +$27K +542 New
CWM
693
Compass Wealth Management
Connecticut
$26.2K +$26.2K +525 New
TCOV
694
Trust Company of Vermont
Vermont
$25.9K
HBW
695
Hazlett, Burt & Watson
West Virginia
$25K
DWP
696
Destiny Wealth Partners
Florida
$24.9K
HDIM
697
Hanson & Doremus Investment Management
Vermont
$24K +$24K +475 New
BAM
698
Byrne Asset Management
New Jersey
$22.4K
BWM
699
Baystate Wealth Management
Massachusetts
$22K +$295 +6 +1%
PP
700
PFS Partners
New Jersey
$20.9K