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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 %
LA
851
Legacy Advisors
Pennsylvania
$205K +$4.13K +39 +2%
MWM
852
Modera Wealth Management
New Jersey
$203K
FB
853
Fulton Bank
Pennsylvania
$202K
Wolverine Trading
854
Wolverine Trading
Illinois
$202K -$174K -1,674 -46%
DMBA
855
Deseret Mutual Benefit Administrators
Utah
$202K +$6.1K +58 +3%
CT
856
Coastline Trust
Rhode Island
$190K -$351K -3,335 -65%
MMG
857
Monetary Management Group
Missouri
$189K
SAM
858
Smartleaf Asset Management
Massachusetts
$186K +$15.2K +147 +9%
NL
859
NVWM LLC
Pennsylvania
$178K
VFA
860
Values First Advisors
Tennessee
$177K -$37.1K -353 -17%
PIM
861
Plato Investment Management
Australia
$175K
CTC
862
Central Trust Company
Missouri
$173K -$105 -1 -0.1%
TVWM
863
Tower View Wealth Management
Wisconsin
$173K +$1.05K +10 +0.6%
SNB
864
Security National Bank
Nebraska
$170K
SIC
865
SJS Investment Consulting
Ohio
$168K -$17.8K -169 -10%
FFC
866
First Financial Corp
Indiana
$158K
QCG
867
Quadrant Capital Group
Ohio
$156K +$9.04K +86 +6%
MC
868
Muzinich & Co
New York
$155K +$40.5K +385 +35%
HWA
869
HHM Wealth Advisors
Tennessee
$155K +$946 +9 +0.6%
LS
870
Livforsakringsbolaget Skandia
Sweden
$154K -$63.4K -600 -29%
CI Investments Inc
871
CI Investments Inc
Ontario, Canada
$154K +$10.3K +98 +7%
NFSG
872
Newbridge Financial Services Group
Florida
$154K +$7.46K +71 +5%
AA
873
Addison Advisors
Vermont
$146K -$5.99K -57 -4%
TFIPS
874
Towarzystwo Funduszy Inwestycyjnych PZU SA
$145K +$52.6K +500 +57%
TFA
875
Toth Financial Advisory
Virginia
$142K