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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 %
GLLW
701
Graves Light Lenhart Wealth
Virginia
$16K
WTC
702
WhitTier Trust Company
Nevada
$16K +$192 +4 +1%
AF
703
Allworth Financial
California
$16K +$15K +313 +1,490%
BDWM
704
Brewin Dolphin Wealth Management
Ireland
$16K +$16K +325 New
ETC
705
Exchange Traded Concepts
Oklahoma
$15K +$3.94K +82 +36%
IWP
706
IAG Wealth Partners
Wisconsin
$14K
HIA
707
Harbor Investment Advisory
Maryland
$13K
IFAM
708
Institutional & Family Asset Management
Colorado
$13K
QC
709
Quent Capital
New York
$12K
ZB
710
Zions Bancorporation
Utah
$12K +$7.48K +159 +166%
CCM
711
Covington Capital Management
California
$11K -$2.15K -45 -16%
KTC
712
Kistler-Tiffany Companies
Pennsylvania
$11K +$142 +3 +1%
HWMA
713
Heritage Wealth Management (Arizona)
Arizona
$10.7K +$5.06K +104 +90%
BWM
714
BerganKDV Wealth Management
Minnesota
$10K +$96 +2 +1%
GKIM
715
GW&K Investment Management
Massachusetts
$10K +$1.91K +40 +24%
AssetMark Inc
716
AssetMark Inc
California
$10K +$3.53K +73 +54%
BTI
717
Blue Trust Inc
Georgia
$10K +$10K +174 New
TCWM
718
Total Clarity Wealth Management
Illinois
$10K +$10K +200 New
HWA
719
HHM Wealth Advisors
Tennessee
$10K +$10K +200 New
PWMG
720
Prestige Wealth Management Group
New Jersey
$9K +$2.06K +45 +30%
Cohen & Steers
721
Cohen & Steers
New York
$8K -$228K -4,586 -97%
FMII
722
Farmers & Merchants Investments Inc
Nebraska
$8K
CFO
723
CVA Family Office
Colorado
$8K
CMP
724
Coston McIsaac & Partners
Maine
$8K +$8K +167 New
CHA
725
Carmichael Hill & Associates
Maryland
$7K