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Iron Mountain

886 hedge funds and large institutions have $16.6B invested in Iron Mountain in 2023 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 276 increasing their positions, 345 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+59
Holders Change %
+7.13%
% of All Funds
12.99%
Holding in Top 10
11
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-15.38%
% of All Funds
0.16%
New
134
Increased
276
Reduced
345
Closed
64
Calls
$110M
Puts
$76.5M
Net Calls
+$33.8M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Shares
Change %
IPW
826
Impact Partnership Wealth
Georgia
$17.8K -$134K -1,915 -88%
QC
827
Quent Capital
New York
$16.8K
JWA
828
JFS Wealth Advisors
Pennsylvania
$16.7K +$1.26K +18 +8%
FPFS
829
First Personal Financial Services
North Carolina
$16.1K -$4.2K -60 -21%
ZB
830
Zions Bancorporation
Utah
$16K
GWS
831
Glassman Wealth Services
Virginia
$16K -$11.5K -165 -42%
FMII
832
Farmers & Merchants Investments Inc
Nebraska
$14.3K
CCM
833
Chilton Capital Management
Texas
$14.3K
HWA
834
HHM Wealth Advisors
Tennessee
$12.9K
PWMG
835
Prestige Wealth Management Group
New Jersey
$12.6K
TAM
836
Tucker Asset Management
Colorado
$12.6K -$33.2K -475 -73%
AssetMark Inc
837
AssetMark Inc
California
$12.3K +$1.54K +22 +14%
CMP
838
Coston McIsaac & Partners
Maine
$12K +$134 +2 +1%
POIA
839
Pin Oak Investment Advisors
Texas
$12K +$12K +174 New
PWMG
840
Provence Wealth Management Group
California
$11.2K +$70 +1 +0.6%
KA
841
Kozak & Associates
Colorado
$10.8K +$66 +1 +0.6%
T
842
Tidemark
California
$10.8K +$10.8K +154 New
CHA
843
Carmichael Hill & Associates
Maryland
$10K
BEI
844
Benjamin Edwards Inc
Missouri
$10K +$143 +2 +1%
NFA
845
Northwest Financial Advisors
Virginia
$9.87K +$9.87K +141 New
PPC
846
Park Place Capital
Alabama
$9.87K
TWM
847
Tradition Wealth Management
Minnesota
$9K +$73 +1 +0.8%
BIA
848
Bell Investment Advisors
California
$8.19K -$210 -3 -3%
NRG
849
Nemes Rush Group
Michigan
$7.91K
MFT
850
Moisand Fitzgerald Tamayo
Florida
$7.91K