IRM icon

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 %
DFCM
751
Dark Forest Capital Management
Puerto Rico
$330K +$330K +2,780 New
Jones Financial Companies
752
Jones Financial Companies
Missouri
$328K +$254K +2,177 +345%
PPWP
753
Premier Path Wealth Partners
New Jersey
$325K +$15.3K +129 +5%
DWP
754
Daymark Wealth Partners
Ohio
$325K -$2.38K -20 -0.7%
IHL
755
Investment House LLC
California
$321K
SAM
756
Seelaus Asset Management
New Jersey
$321K
AIM
757
Allen Investment Management
New York
$320K
ACA
758
Aptus Capital Advisors
Alabama
$320K -$832 -7 -0.3%
GVAG
759
Great Valley Advisor Group
Delaware
$319K +$714 +6 +0.2%
AWM
760
Aberdeen Wealth Management
Illinois
$314K -$27.6K -232 -8%
SWM
761
Seed Wealth Management
Illinois
$311K
RSWA
762
Robinson Smith Wealth Advisors
Maine
$309K -$107K -900 -26%
SWM
763
Segment Wealth Management
Texas
$309K
AMBIA
764
Allen Mooney & Barnes Investment Advisors
Georgia
$308K -$188K -1,584 -38%
DAS
765
Dynamic Advisor Solutions
Arizona
$308K -$19K -160 -6%
KAS
766
Kestra Advisory Services
Texas
$307K -$8.38M -70,570 -96%
FAIM
767
Financial Advocates Investment Management
Washington
$306K -$5.59K -47 -2%
KA
768
Kovack Advisors
Florida
$304K -$32K -269 -10%
PIA
769
Perennial Investment Advisors
California
$303K +$1.07K +9 +0.4%
BIG
770
Brooklyn Investment Group
New York
$300K +$238 +2 +0.1%
AFP
771
Ausdal Financial Partners
Iowa
$296K +$24.5K +206 +9%
IAS
772
Insigneo Advisory Services
Florida
$294K +$3.09K +26 +1%
MG
773
Mather Group
Illinois
$293K -$184K -1,545 -38%
NGA
774
Naples Global Advisors
Florida
$293K -$29.9K -250 -9%
DWAM
775
Duncan Williams Asset Management
Tennessee
$291K +$291K +2,453 New