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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 %
AssetMark Inc
776
AssetMark Inc
California
$7.1K 125 -6 -5%
TWM
777
Tradition Wealth Management
Minnesota
$7K 121 +1 +0.8%
CTA
778
Colonial Trust Advisors
South Carolina
$6.53K 115
MFT
779
Moisand Fitzgerald Tamayo
Florida
$6.42K 113
AWM
780
Ameliora Wealth Management
Switzerland
$5.68K 100 -1,500 -94%
ME
781
McIlrath & Eck
Washington
$5.68K 100
HC
782
Hoese & Co
Minnesota
$5.68K 100
RTL
783
Red Tortoise LLC
Georgia
$5.34K 94
BTI
784
Blue Trust Inc
Georgia
$5K 96 -239 -71%
MCM
785
MV Capital Management
Maryland
$4.72K 83 +3 +4%
BF
786
BOK Financial
Oklahoma
$4.72K 83 -506 -86%
QL
787
Quarry LP
New York
$4.49K 79 +79 New
BCWM
788
Bartlett & Co Wealth Management
Ohio
$4.02K 70
BC
789
Bartlett & Co
Ohio
$4K 70
SIA
790
SkyView Investment Advisors
New Jersey
$3K 45 +23 +105%
RA
791
Rise Advisors
New York
$2.91K 51 -93 -65%
CSC
792
Caldwell Sutter Capital
California
$2.84K 50 +50 New
SSB
793
Sandy Spring Bank
Maryland
$2.67K 47 +1 +2%
KFS
794
Kelly Financial Services
Massachusetts
$2.05K 36
HCM
795
Hollencrest Capital Management
California
$1.65K 29 -15 -34%
LFG
796
Larson Financial Group
Missouri
$1.64K 29 -217 -88%
TCA
797
Trifecta Capital Advisors
Illinois
$1.54K 27
CWP
798
Concord Wealth Partners
Virginia
$1.25K 22
JWM
799
Janiczek Wealth Management
Colorado
$1.08K 19
VCM
800
Versant Capital Management
Arizona
$1.08K 19 +3 +19%