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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 %
4WM
801
44 Wealth Management
Oregon
$255K +$255K +2,028 New
SFS
802
Stiles Financial Services
Minnesota
$253K +$253K +2,127 New
NCFG
803
New Century Financial Group
New Jersey
$252K +$252K +2,122 New
MSAM
804
Moloney Securities Asset Management
Missouri
$252K -$16K -135 -6%
CFG
805
Clayton Financial Group
Missouri
$250K +$250K +2,102 New
BWP
806
Balboa Wealth Partners
Arizona
$250K +$250K +2,100 New
SC
807
Syon Capital
California
$249K +$249K +2,096 New
HSA
808
HBK Sorce Advisory
Pennsylvania
$248K +$248K +2,091 New
MCCP
809
Mission Creek Capital Partners
California
$248K +$248K +2,083 New
Empower Advisory Group
810
Empower Advisory Group
Colorado
$247K -$128K -1,078 -34%
LS
811
Livforsakringsbolaget Skandia
Sweden
$245K +$214K +1,800 +690%
MIS
812
Morningstar Investment Services
Illinois
$245K +$245K +2,095 New
SCM
813
Saxony Capital Management
Missouri
$244K -$62K -522 -20%
JIC
814
Johnson Investment Counsel
Ohio
$243K -$42.9K -361 -15%
MFWP
815
Mosaic Family Wealth Partners
Missouri
$242K +$242K +2,040 New
VFA
816
Values First Advisors
Tennessee
$242K +$242K +2,035 New
CAAS
817
Capital Asset Advisory Services
Michigan
$241K +$241K +2,032 New
CAMG
818
CWA Asset Management Group
Florida
$240K +$240K +2,019 New
CFB
819
Cullen/Frost Bankers
Texas
$240K
AIA
820
Affinity Investment Advisors
California
$239K +$239K +2,013 New
FP
821
Financial Perspectives
Minnesota
$238K
WB
822
WesBanco Bank
West Virginia
$236K +$236K +1,984 New
SIC
823
Samalin Investment Counsel
New York
$235K +$235K +1,980 New
Teacher Retirement System of Texas
824
Teacher Retirement System of Texas
Texas
$233K -$443K -3,730 -66%
TA
825
TPG Advisors
Illinois
$232K +$232K +1,954 New