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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 %
FCG
776
Fielder Capital Group
Tennessee
$290K +$2.02K +17 +0.7%
NL
777
NWAM LLC
Washington
$289K +$289K +2,436 New
BA
778
Bristlecone Advisors
Washington
$284K -$1.19K -10 -0.4%
SG
779
StoneX Group
New York
$278K +$278K +2,333 New
DWM
780
Dakota Wealth Management
Florida
$275K -$2.26K -19 -0.8%
BFC
781
Bedel Financial Consulting
Indiana
$275K +$1.19K +10 +0.4%
CIC
782
Carnegie Investment Counsel
Ohio
$274K
SFC
783
Strategic Financial Concepts
Texas
$274K -$27.4M -230,948 -99%
PAM
784
Pegasus Asset Management
New York
$273K
CBTWT
785
Community Bank & Trust (Waco, Texas)
Texas
$273K
IP
786
Ignite Planners
California
$271K -$34.3K -289 -11%
DTL
787
Dynamic Technology Lab
Singapore
$271K +$271K +2,278 New
ATPW
788
Ashton Thomas Private Wealth
Arizona
$270K +$77.4K +651 +40%
PRS
789
Pinkerton Retirement Specialists
Idaho
$270K +$270K +2,268 New
LWM
790
Liberty Wealth Management
California
$269K +$269K +2,262 New
CCMG
791
Clark Capital Management Group
Pennsylvania
$268K +$268K +2,258 New
MFA
792
Mayflower Financial Advisors
Massachusetts
$268K +$2.61K +22 +1%
MAM
793
Mystic Asset Management
Rhode Island
$264K +$264K +2,225 New
BWP
794
BSW Wealth Partners
Colorado
$264K +$264K +2,222 New
HWA
795
Heritage Wealth Advisors
Virginia
$264K +$205K +1,722 +344%
SAW
796
Signal Advisors Wealth
Michigan
$261K +$261K +2,197 New
CGL
797
Clarius Group LLC
Washington
$261K -$16.1K -136 -6%
HAIM
798
Hunter Associates Investment Management
Pennsylvania
$261K +$261K +2,199 New
HKIMG
799
Hutchens & Kramer Investment Management Group
Indiana
$257K -$48.7K -412 -16%
CNBT
800
Canandaigua National Bank & Trust
New York
$255K +$255K +2,150 New