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Iron Mountain

959 hedge funds and large institutions have $22.2B invested in Iron Mountain in 2024 Q2 according to their latest regulatory filings, with 103 funds opening new positions, 327 increasing their positions, 370 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
959
Holders Change
+26
Holders Change %
+2.79%
% of All Funds
13.95%
Holding in Top 10
18
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+80%
% of All Funds
0.26%
New
103
Increased
327
Reduced
370
Closed
60
Calls
$184M
Puts
$104M
Net Calls
+$79.4M
Net Calls Change
+$49.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CJ
851
Caitlin John
Michigan
$53.6K +$448 +5 +0.8%
MIA
852
MeadowBrook Investment Advisors
Michigan
$52.4K -$141K -1,570 -73%
FA
853
Financial Avengers
California
$52.4K +$359 +4 +0.7%
NSIM
854
North Star Investment Management
Illinois
$51.1K
WB
855
Webster Bank
Connecticut
$49.9K
CWM
856
Compass Wealth Management
Connecticut
$47.1K
SS
857
Sunbelt Securities
Texas
$46.7K +$359 +4 +0.8%
TCG
858
Transcendent Capital Group
Oklahoma
$45.7K
HBW
859
Hazlett, Burt & Watson
West Virginia
$45K
OCM
860
Orion Capital Management
California
$44.8K -$71.7K -800 -62%
GWSG
861
GPS Wealth Strategies Group
Colorado
$44.8K
HWA
862
Heritage Wealth Advisors
Virginia
$44.8K
TFF
863
The Family Firm
Maryland
$44.7K +$44.7K +499 New
CA
864
Continuum Advisory
Idaho
$43.2K
HDIM
865
Hanson & Doremus Investment Management
Vermont
$43K
AWM
866
AllSquare Wealth Management
New York
$42.1K -$7.98K -89 -16%
CFO
867
CVA Family Office
Colorado
$41.9K +$1.17K +13 +3%
BAM
868
Byrne Asset Management
New Jersey
$40.1K
BCWM
869
Bartlett & Co Wealth Management
Ohio
$39.7K
LFG
870
Larson Financial Group
Missouri
$38.4K -$31.7K -354 -45%
AF
871
Advisornet Financial
Minnesota
$37.3K
CH
872
Canton Hathaway
Rhode Island
$36K
BC
873
Barrett & Company
Rhode Island
$35.8K
TSMHT
874
Thurston Springer Miller Herd & Titak
Indiana
$35.8K +$35.8K +400 New
LWCFA
875
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35.5K +$35.5K +355 New