IRM icon

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 %
RWB
701
RMR Wealth Builders
New Jersey
$394K -$14.6K -139 -4%
EGA
702
E&G Advisors
Texas
$389K
AA
703
Aire Advisors
California
$388K -$18.6K -177 -5%
IAIM
704
International Assets Investment Management
Florida
$386K -$46.6M -444,955 -99%
OBWG
705
Onyx Bridge Wealth Group
New York
$385K +$1.79K +17 +0.5%
DWM
706
Destination Wealth Management
California
$383K -$6.41K -61 -2%
CTC
707
Cetera Trust Company
Minnesota
$381K -$23.7K -225 -6%
BRWM
708
Blue Rock Wealth Management
North Carolina
$378K +$378K +3,600 New
TNBTD
709
Trustmark National Bank Trust Department
Mississippi
$378K -$47.1K -448 -11%
SCM
710
Stevens Capital Management
Pennsylvania
$375K +$190K +1,806 +103%
PWM
711
Palacios Wealth Management
Florida
$373K +$373K +3,525 New
RCM
712
Raleigh Capital Management
North Carolina
$371K -$81K -771 -18%
TPWA
713
TRUE Private Wealth Advisors
Oregon
$371K
PTC
714
Philadelphia Trust Company
Pennsylvania
$368K
BCMO
715
Buckingham Capital Management (Ohio)
Ohio
$366K
LIG
716
Lokken Investment Group
Delaware
$365K
RWPA
717
Richard W. Paul & Associates
Michigan
$365K -$68.9K -656 -16%
CFO
718
Callan Family Office
Pennsylvania
$364K +$364K +3,461 New
MWM
719
Mission Wealth Management
California
$362K -$3.78K -36 -1%
NI
720
Natural Investments
California
$361K +$361K +3,439 New
LSIA
721
LaSalle St. Investment Advisors
Illinois
$358K +$358K +3,414 New
FM
722
Foster & Motley
Ohio
$357K -$33.6K -320 -9%
SEP
723
Southland Equity Partners
Missouri
$356K -$56.9K -541 -14%
RIS
724
Retirement Income Solutions
Michigan
$352K
CPIG
725
Chicago Partners Investment Group
Illinois
$349K -$8.43K -82 -2%