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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 %
SIC
851
SJS Investment Consulting
Ohio
$210K +$20.1K +169 +11%
PA
852
Prossimo Advisors
California
$210K +$210K +1,765 New
SAI
853
Savvy Advisors Inc
New York
$209K +$209K +1,761 New
SCM
854
Stevens Capital Management
Pennsylvania
$209K -$57.9K -487 -22%
WC
855
Waterloo Capital
Texas
$208K +$208K +1,754 New
MRCM
856
M&R Capital Management
New Jersey
$206K +$5.47K +46 +3%
FAFN
857
First Affirmative Financial Network
Colorado
$206K +$206K +1,735 New
FPCP
858
Fort Point Capital Partners
California
$206K +$206K +1,729 New
CIS
859
Custom Index Systems
New York
$205K +$205K +1,729 New
WANY
860
Wealthspire Advisors (New York)
New York
$205K +$205K +1,728 New
MM
861
MQS Management
New York
$205K +$205K +1,725 New
LA
862
LBP AM
France
$205K -$1.07M -8,988 -84%
1WM
863
1858 Wealth Management
Ohio
$204K -$97K -816 -32%
QCIG
864
Quad-Cities Investment Group
Iowa
$203K +$203K +1,708 New
CMI
865
Clare Market Investments
Texas
$202K +$202K +1,700 New
RCWM
866
Royal Capital Wealth Management
Indiana
$202K +$202K +1,700 New
NL
867
NVWM LLC
Pennsylvania
$201K -$54.9K -462 -21%
EWA
868
EverSource Wealth Advisors
Alabama
$199K +$44.3K +373 +29%
PIM
869
Plato Investment Management
Australia
$197K
CTC
870
Central Trust Company
Missouri
$196K +$119 +1 +0.1%
TVWM
871
Tower View Wealth Management
Wisconsin
$194K +$1.31K +11 +0.7%
SNB
872
Security National Bank
Nebraska
$192K
SAM
873
Smartleaf Asset Management
Massachusetts
$192K +$91.4K +783 +91%
BTI
874
Blue Trust Inc
Georgia
$192K +$113K +1,256 +142%
FFC
875
First Financial Corp
Indiana
$178K