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Iron Mountain

1,052 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2024 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 356 increasing their positions, 409 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,052
Holders Change
+10
Holders Change %
+0.96%
% of All Funds
14%
Holding in Top 10
11
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-54.17%
% of All Funds
0.15%
New
135
Increased
356
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
826
HBK Sorce Advisory
Pennsylvania
$224K +$4.1K +39 +2%
SFS
827
Stiles Financial Services
Minnesota
$224K
XT
828
XTX Topco
Cayman Islands
$223K +$223K +2,124 New
AB
829
ANB Bank
Colorado
$222K +$222K +2,116 New
NCFG
830
New Century Financial Group
New Jersey
$222K -$2.43K -23 -1%
CFG
831
Clayton Financial Group
Missouri
$221K
PCM
832
Penserra Capital Management
California
$220K +$74.7K +715 +51%
FIA
833
FNY Investment Advisers
New York
$220K +$220K +2,100 New
SWP
834
Sagespring Wealth Partners
Tennessee
$219K +$219K +2,086 New
MCCP
835
Mission Creek Capital Partners
California
$219K +$210 +2 +0.1%
BA
836
Bridgewater Associates
Connecticut
$218K +$218K +2,074 New
SCM
837
Saxony Capital Management
Missouri
$217K +$841 +8 +0.4%
CAAS
838
Capital Asset Advisory Services
Michigan
$215K
MFWP
839
Mosaic Family Wealth Partners
Missouri
$214K
MSAM
840
Moloney Securities Asset Management
Missouri
$214K -$9.04K -86 -4%
SC
841
Syon Capital
California
$212K -$8.62K -82 -4%
AIA
842
Affinity Investment Advisors
California
$212K
CFB
843
Cullen/Frost Bankers
Texas
$210K -$1.79K -17 -0.8%
FP
844
Financial Perspectives
Minnesota
$210K
SSG
845
Summit Securities Group
New York
$210K +$210K +2,000 New
TWP
846
Tower Wealth Partners
Pennsylvania
$209K +$8.72K +83 +4%
Empower Advisory Group
847
Empower Advisory Group
Colorado
$209K -$9.46K -90 -4%
CGL
848
Clarius Group LLC
Washington
$207K -$24.4K -232 -11%
SRA
849
Secured Retirement Advisors
Minnesota
$207K +$12.6K +120 +6%
TA
850
TPG Advisors
Illinois
$205K