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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 %
CAM
726
Cresset Asset Management
Illinois
$349K -$7.46K -71 -2%
AMG
727
Advisors Management Group
Wisconsin
$348K
GA
728
Geller Advisors
New York
$348K -$9K -85 -3%
HNB
729
Huntington National Bank
Ohio
$348K -$44.3K -421 -11%
HCM
730
Howland Capital Management
Massachusetts
$347K
SPC
731
Sigma Planning Corp
Michigan
$344K -$140K -1,329 -29%
BFA
732
Beaumont Financial Advisors
Massachusetts
$340K -$21.9K -208 -6%
JIC
733
Johnson Investment Counsel
Ohio
$340K +$125K +1,188 +58%
MMA
734
Miracle Mile Advisors
California
$338K +$8.83K +84 +3%
TW
735
TrinityPoint Wealth
Connecticut
$336K -$4.63K -44 -1%
SWP
736
Stratos Wealth Partners
Ohio
$336K +$841 +8 +0.3%
KFGK
737
Keystone Financial Group (Kentucky)
Kentucky
$333K -$110K -1,048 -25%
WT
738
Whittier Trust
California
$332K +$15.1K +144 +5%
SFG
739
Sovereign Financial Group
Connecticut
$330K
JCM
740
Jacobi Capital Management
Pennsylvania
$330K -$17K -162 -5%
KWS
741
Keystone Wealth Services
California
$329K +$8.09K +77 +3%
CWP
742
Core Wealth Partners
California
$329K -$83K -790 -20%
WPC
743
Wedmont Private Capital
Pennsylvania
$328K +$17.2K +170 +6%
YCG
744
Yeomans Consulting Group
Georgia
$326K -$171K -1,627 -34%
AIS
745
American Investment Services
Massachusetts
$326K
PFS
746
Prospera Financial Services
Texas
$325K +$29.8K +283 +10%
CAG
747
Crestwood Advisors Group
Massachusetts
$323K +$8.52K +81 +3%
ECM
748
Evergreen Capital Management
Washington
$321K
MAS
749
Meeder Advisory Services
Ohio
$320K -$11K -105 -3%
CYG
750
Clean Yield Group
Vermont
$320K