IRM icon

Iron Mountain

810 hedge funds and large institutions have $12.9B invested in Iron Mountain in 2023 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 283 increasing their positions, 289 reducing their positions, and 50 closing their positions.

Holders
810
Holders Change
+27
Holders Change %
+3.45%
% of All Funds
12.78%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
86
Increased
283
Reduced
289
Closed
50
Calls
$172M
Puts
$116M
Net Calls
+$55.8M
Net Calls Change
-$31.2M
Name Market Value Shares Shares
Change
Shares
Change %
CWM
726
Compass Wealth Management
Connecticut
$29.8K 525
SS
727
Sunbelt Securities
Texas
$29.3K 516 -1,154 -69%
BC
728
Barrett & Company
Rhode Island
$28.4K 500 +500 New
HBW
729
Hazlett, Burt & Watson
West Virginia
$28K 500
BWM
730
Baystate Wealth Management
Massachusetts
$26.1K 459 +6 +1%
BAM
731
Byrne Asset Management
New Jersey
$26K 450
TCOV
732
Trust Company of Vermont
Vermont
$25.6K 450 -70 -13%
FCAG
733
First Capital Advisors Group
New Jersey
$24.9K 438 +438 New
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$24.4K 430
PP
735
PFS Partners
New Jersey
$23.8K 419
CI Investments Inc
736
CI Investments Inc
Ontario, Canada
$23K 408 +392 +2,450%
FPFS
737
First Personal Financial Services
North Carolina
$22.2K 390
FCT
738
First Community Trust
Iowa
$21.9K 385
FAM
739
Fred Alger Management
New York
$21.4K 376 +376 New
SCA
740
Stonebridge Capital Advisors
Minnesota
$20.6K 363 +264 +267%
PSB
741
Piscataqua Savings Bank
New Hampshire
$20.1K 353
WTC
742
WhitTier Trust Company
Nevada
$18.7K 329
GWS
743
Glassman Wealth Services
Virginia
$18.1K 319 +91 +40%
GM
744
GeoWealth Management
Illinois
$18K 316 -25 -7%
CAL
745
Capital Analysts LLC
Pennsylvania
$18K 316 +316 New
WWP
746
WR Wealth Planners
Missouri
$17K 300
IWP
747
IAG Wealth Partners
Wisconsin
$16.8K 295
GKIM
748
GW&K Investment Management
Massachusetts
$16K 277 +137 +98%
IFAM
749
Institutional & Family Asset Management
Colorado
$15.5K 273
LS
750
Livforsakringsbolaget Skandia
Sweden
$15K 261