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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 %
ECM
726
Evergreen Capital Management
Washington
$363K +$20K +167 +6%
KWS
727
Keystone Wealth Services
California
$362K -$24.7K -208 -6%
CI
728
Cigna Investments
Connecticut
$362K
CYG
729
Clean Yield Group
Vermont
$361K +$4.99K +42 +1%
AC
730
Aristeia Capital
Connecticut
$361K +$361K +3,038 New
WPC
731
Wedmont Private Capital
Pennsylvania
$359K +$55.2K +473 +18%
WT
732
Whittier Trust
California
$358K -$221K -1,864 -38%
CW
733
CreativeOne Wealth
Kansas
$358K +$358K +3,010 New
AA
734
Apriem Advisors
California
$356K -$23.8K -200 -6%
CAG
735
Crestwood Advisors Group
Massachusetts
$355K +$6.18K +52 +2%
IAS
736
IMA Advisory Services
Colorado
$353K
AIP
737
Ameritas Investment Partners
Nebraska
$353K -$13.5K -114 -4%
CCT
738
Capital City Trust
Florida
$349K
FTWA
739
Fifth Third Wealth Advisors
Ohio
$348K -$6.18K -52 -2%
COCM
740
Charter Oak Capital Management
New Hampshire
$347K +$594 +5 +0.2%
RZH
741
Relyea Zuckerberg Hanson
Connecticut
$347K +$3.21K +27 +0.9%
SIA
742
Schechter Investment Advisors
Michigan
$346K -$1.78K -15 -0.5%
PJSIMP
743
P.J. Schmidt Investment Management (PJS)
Wisconsin
$340K +$11.9K +100 +4%
CCG
744
Cypress Capital Group
Florida
$337K -$47.5K -400 -12%
NAM
745
NorthCrest Asset Manangement
Minnesota
$336K
CW
746
Channel Wealth
California
$335K -$9.74K -82 -3%
AWA
747
Arkadios Wealth Advisors
Georgia
$334K +$18.8K +158 +6%
CFG
748
Cooper Financial Group
California
$334K -$13.5K -114 -4%
PFS
749
Prospera Financial Services
Texas
$334K +$33.9K +285 +11%
JPG
750
Jordan Park Group
California
$333K +$333K +2,803 New