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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 %
OWM
751
OneAscent Wealth Management
Alabama
$319K -$76.2K -726 -19%
AA
752
Apriem Advisors
California
$315K
API
753
Asset Planning Inc
California
$315K +$315K +3,000 New
PSFG
754
Park Square Financial Group
Georgia
$314K +$314K +2,991 New
CI
755
Cigna Investments
Connecticut
$314K -$5.67K -54 -2%
IAS
756
IMA Advisory Services
Colorado
$313K
IF
757
Intrua Financial
Texas
$310K -$183K -1,737 -37%
CFG
758
Cooper Financial Group
California
$310K +$14.7K +140 +5%
CCT
759
Capital City Trust
Florida
$309K
AC
760
Aristeia Capital
Connecticut
$308K -$11.8K -112 -4%
COCM
761
Charter Oak Capital Management
New Hampshire
$307K +$420 +4 +0.1%
RZH
762
Relyea Zuckerberg Hanson
Connecticut
$307K +$210 +2 +0.1%
FTWA
763
Fifth Third Wealth Advisors
Ohio
$305K -$3.05K -29 -1%
ACM
764
Alethea Capital Management
Washington
$303K +$303K +2,884 New
CG
765
Cynosure Group
Utah
$301K +$301K +2,864 New
PJSIMP
766
P.J. Schmidt Investment Management (PJS)
Wisconsin
$301K
AIP
767
Ameritas Investment Partners
Nebraska
$301K -$11.8K -112 -4%
PTC
768
Private Trust Company
Ohio
$300K -$39.1K -372 -12%
LP
769
LMR Partners
United Kingdom
$299K -$109K -1,039 -27%
SIA
770
Schechter Investment Advisors
Michigan
$299K -$7.04K -67 -2%
PPWP
771
Premier Path Wealth Partners
New Jersey
$299K +$11.1K +106 +4%
CCG
772
Cypress Capital Group
Florida
$298K
NAM
773
NorthCrest Asset Manangement
Minnesota
$297K
DWP
774
Daymark Wealth Partners
Ohio
$296K +$8.51K +81 +3%
JPG
775
Jordan Park Group
California
$295K