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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 %
CA
826
Commerzbank Aktiengesellschaft
Germany
$232K +$232K +1,951 New
RWP
827
RWA Wealth Partners
Massachusetts
$231K +$231K +1,942 New
MWM
828
Modera Wealth Management
New Jersey
$229K +$229K +1,928 New
FB
829
Fulton Bank
Pennsylvania
$229K +$229K +1,924 New
LA
830
Legacy Advisors
Pennsylvania
$227K +$227K +1,901 New
TWP
831
Tower Wealth Partners
Pennsylvania
$226K +$226K +1,904 New
CCAL
832
City Center Advisors LLC
Michigan
$224K +$224K +1,882 New
BEAM
833
Baker Ellis Asset Management
Washington
$223K +$223K +1,875 New
BBA
834
Baader Bank Aktiengesellschaft
Germany
$223K +$223K +2,003 New
AWE
835
Avidian Wealth Enterprises
Texas
$223K +$223K +1,873 New
DMBA
836
Deseret Mutual Benefit Administrators
Utah
$221K -$13.8K -116 -6%
TWP
837
Tyche Wealth Partners
Texas
$220K +$220K +1,855 New
SRA
838
Secured Retirement Advisors
Minnesota
$219K +$219K +1,847 New
BFG
839
Berger Financial Group
Minnesota
$218K +$218K +1,837 New
FA
840
FDx Advisors
Illinois
$218K -$66.1K -557 -23%
SP
841
Sequent Planning
Nebraska
$216K +$216K +1,814 New
CCWM
842
Cassaday & Co Wealth Management
Virginia
$215K +$215K +1,812 New
MMG
843
Monetary Management Group
Missouri
$214K
HTIM
844
Harbour Trust & Investment Management
Indiana
$214K +$214K +1,800 New
ICM
845
IMS Capital Management
Oregon
$214K +$214K +1,798 New
CRWM
846
Castle Rock Wealth Management
California
$214K +$214K +1,832 New
CI
847
Conning Inc
Connecticut
$213K +$213K +1,794 New
WP
848
WealthPLAN Partners
Nebraska
$213K +$213K +1,794 New
SC
849
Sepio Capital
Utah
$212K +$212K +1,782 New
BWP
850
Baldwin Wealth Partners
Massachusetts
$211K -$27.7K -233 -12%