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Iron Mountain

933 hedge funds and large institutions have $19B invested in Iron Mountain in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 309 increasing their positions, 327 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+47
Holders Change %
+5.3%
% of All Funds
13.53%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
125
Increased
309
Reduced
327
Closed
68
Calls
$141M
Puts
$111M
Net Calls
+$29.5M
Net Calls Change
-$4.32M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
826
Abound Wealth Management
Tennessee
$60.9K
BTI
827
Blue Trust Inc
Georgia
$60.7K +$31.7K +395 +109%
OIA
828
Optimum Investment Advisors
Illinois
$60.2K +$60.2K +750 New
CT
829
Cambridge Trust
Massachusetts
$59K
TWD
830
True Wealth Design
Ohio
$56.8K +$561 +7 +1%
NFSG
831
Newbridge Financial Services Group
Florida
$56.2K +$56.2K +701 New
TFIPS
832
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.1K
GIA
833
GHP Investment Advisors
Colorado
$53.7K +$401 +5 +0.8%
HIA
834
Harbor Investment Advisory
Maryland
$51.5K +$1.93K +24 +4%
AA
835
AlphaMark Advisors
Kentucky
$49K -$14.3K -178 -23%
CJ
836
Caitlin John
Michigan
$47.6K -$7.38K -92 -13%
AGWCA
837
Annis Gardner Whiting Capital Advisors
Florida
$47.3K -$166K -2,059 -78%
FA
838
Financial Avengers
California
$46.1K +$477 +6 +1%
NSIM
839
North Star Investment Management
Illinois
$45.7K -$32.1K -400 -41%
MSG
840
Main Street Group
Virginia
$45.5K +$319 +4 +0.7%
AWM
841
AllSquare Wealth Management
New York
$44.8K -$12.3K -153 -21%
WB
842
Webster Bank
Connecticut
$44.7K
CWM
843
Compass Wealth Management
Connecticut
$42.1K
SS
844
Sunbelt Securities
Texas
$41.5K
MC
845
Muzinich & Co
New York
$41.1K
TCG
846
Transcendent Capital Group
Oklahoma
$40.9K
GWSG
847
GPS Wealth Strategies Group
Colorado
$40.1K -$50.6K -631 -56%
HWA
848
Heritage Wealth Advisors
Virginia
$40.1K
HBW
849
Hazlett, Burt & Watson
West Virginia
$40K
N
850
Natixis
France
$38.7K -$2.7M -33,709 -99%