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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 %
LGA
701
Lebenthal Global Advisors
New York
$419K -$3.57K -30 -0.8%
PTC
702
Philadelphia Trust Company
Pennsylvania
$416K
BCMO
703
Buckingham Capital Management (Ohio)
Ohio
$414K
MWM
704
Mission Wealth Management
California
$414K +$132K +1,110 +47%
LIG
705
Lokken Investment Group
Delaware
$413K
PFA
706
Pure Financial Advisors
California
$409K +$409K +3,441 New
BFA
707
Beaumont Financial Advisors
Massachusetts
$409K
OTL
708
Oak Thistle LLC
New York
$407K +$407K +3,421 New
GA
709
Geller Advisors
New York
$403K +$11.5K +96 +3%
CAM
710
Cresset Asset Management
Illinois
$403K
RIS
711
Retirement Income Solutions
Michigan
$398K
MPM
712
MBB Public Markets
Illinois
$396K -$1.97M -16,587 -83%
AMG
713
Advisors Management Group
Wisconsin
$393K
JCM
714
Jacobi Capital Management
Pennsylvania
$392K +$357 +3 +0.1%
HCM
715
Howland Capital Management
Massachusetts
$392K -$111K -927 -22%
TW
716
TrinityPoint Wealth
Connecticut
$385K +$3.8K +32 +1%
PTC
717
Private Trust Company
Ohio
$383K +$8.08K +68 +2%
SWP
718
Strategic Wealth Partners
Ohio
$381K -$233K -1,960 -38%
SWP
719
Stratos Wealth Partners
Ohio
$379K +$379K +3,186 New
ICA
720
Infrastructure Capital Advisors
New York
$377K -$4.52K -38 -1%
TPWM
721
Twelve Points Wealth Management
Massachusetts
$375K -$4.74M -39,858 -93%
MAS
722
Meeder Advisory Services
Ohio
$374K -$17.6K -148 -4%
SFG
723
Sovereign Financial Group
Connecticut
$373K
MMA
724
Miracle Mile Advisors
California
$372K +$5.35K +45 +1%
AIS
725
American Investment Services
Massachusetts
$369K