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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 %
FCM
876
Fourpath Capital Management
Oklahoma
$178K +$178K +1,500 New
HWA
877
HHM Wealth Advisors
Tennessee
$174K +$23.6K +199 +16%
AA
878
Addison Advisors
Vermont
$172K -$40.7K -343 -19%
MPWT
879
MassMutual Private Wealth & Trust
Connecticut
$166K +$5.7K +48 +4%
QCG
880
Quadrant Capital Group
Ohio
$166K -$9.39K -79 -5%
NFSG
881
Newbridge Financial Services Group
Florida
$165K -$42.3K -356 -20%
PCM
882
Penserra Capital Management
California
$164K +$1.89K +16 +1%
CI Investments Inc
883
CI Investments Inc
Ontario, Canada
$163K -$2.5K -21 -2%
TFA
884
Toth Financial Advisory
Virginia
$161K -$40.8K -343 -20%
FHA
885
First Horizon Advisors
Tennessee
$160K
SCM
886
Silvant Capital Management
Georgia
$154K
PFBT
887
Parkside Financial Bank & Trust
Missouri
$152K -$951 -8 -0.6%
SIM
888
Sentry Investment Management
Wisconsin
$151K
FCA
889
FinTrust Capital Advisors
South Carolina
$147K
PBK
890
Peoples Bank (Kansas)
Kansas
$147K
EBA
891
Eagle Bay Advisors
New York
$138K +$837 +7 +0.6%
GWM
892
Geneos Wealth Management
Colorado
$138K -$55.7K -469 -29%
CWC
893
Carolinas Wealth Consulting
North Carolina
$137K +$597 +5 +0.4%
TFGT
894
TS Financial Group (TSFG)
Illinois
$134K +$134K +1,124 New
FCAS
895
First Command Advisory Services
Texas
$131K
MC
896
Muzinich & Co
New York
$129K +$30.4K +256 +31%
TIM
897
Thompson Investment Management
Wisconsin
$126K
FDCP
898
Foster Dykema Cabot & Partners
Massachusetts
$125K -$143K -1,200 -53%
LC
899
Lindbrook Capital
California
$123K +$14.9K +125 +14%
SN
900
Sittner & Nelson
Oregon
$122K