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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 %
Lazard Asset Management
901
Lazard Asset Management
New York
$119K -$132K -1,117 -53%
PGAM
902
Princeton Global Asset Management
New Jersey
$119K
HCP
903
Hexagon Capital Partners
Arkansas
$119K
CA
904
Clearstead Advisors
Ohio
$115K +$1.78K +15 +2%
RIL
905
Rothschild Investment LLC
Illinois
$115K +$3.45K +29 +3%
JWA
906
JFS Wealth Advisors
Pennsylvania
$114K
SIS
907
Sound Income Strategies
Florida
$109K +$119 +1 +0.1%
SSB
908
Sandy Spring Bank
Maryland
$109K -$1.67K -14 -2%
AW
909
Avion Wealth
Texas
$108K -$13.5K -114 -11%
TFIPS
910
Towarzystwo Funduszy Inwestycyjnych PZU SA
$105K +$21.4K +180 +26%
Loomis, Sayles & Company
911
Loomis, Sayles & Company
Massachusetts
$104K +$101K +846 +3,254%
SS
912
Sunbelt Securities
Texas
$103K +$40.8K +343 +66%
BHWM
913
Bay Harbor Wealth Management
Maryland
$101K -$5.14K -43 -5%
AWM
914
Avior Wealth Management
Nebraska
$99.9K -$418K -3,515 -81%
OWP
915
ORG Wealth Partners
Texas
$98.2K +$98.2K +826 New
CH
916
Cromwell Holdings
Wyoming
$97K
BONH
917
Bank of New Hampshire
New Hampshire
$94.5K
SC
918
Sawyer & Company
Massachusetts
$92K
OIA
919
Optimum Investment Advisors
Illinois
$89.1K
AWM
920
Abound Wealth Management
Tennessee
$88.8K
EB
921
Eastern Bank
Massachusetts
$87.3K +$87.3K +735 New
Walleye Capital
922
Walleye Capital
New York
$86.7K +$86.7K +730 New
HF
923
Halpern Financial
Virginia
$86.4K -$16.4K -137 -16%
TWD
924
True Wealth Design
Ohio
$85.4K +$594 +5 +0.7%
Optiver Holding
925
Optiver Holding
Netherlands
$81.6K +$81.6K +687 New