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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 %
AWM
901
Avior Wealth Management
Nebraska
$88.9K +$526 +5 +0.6%
PAM
902
Parvin Asset Management
South Dakota
$86.2K +$86.2K +820 New
CH
903
Cromwell Holdings
Wyoming
$85.8K
BC
904
Bayforest Capital
United Kingdom
$85.1K +$85.1K +810 New
KG
905
Kieckhefer Group
Wisconsin
$84.1K +$84.1K +800 New
BONH
906
Bank of New Hampshire
New Hampshire
$83.6K
Loomis, Sayles & Company
907
Loomis, Sayles & Company
Massachusetts
$82K -$10.1K -96 -11%
NICM
908
Neo Ivy Capital Management
New York
$81K +$81K +771 New
OWP
909
ORG Wealth Partners
Texas
$80.8K -$5.99K -57 -7%
AWM
910
Abound Wealth Management
Tennessee
$80K +$1.47K +14 +2%
OIA
911
Optimum Investment Advisors
Illinois
$78.8K
EB
912
Eastern Bank
Massachusetts
$77.3K
T
913
TOBAM
France
$75K +$3.17K +30 +4%
AW
914
Avion Wealth
Texas
$73K -$22.2K -213 -23%
CIAM
915
Caitong International Asset Management
Hong Kong
$69.4K +$69.4K +660 New
VNA
916
Valley National Advisers
Pennsylvania
$68K
HCA
917
Harbor Capital Advisors
Illinois
$67K -$3.69K -35 -5%
HIA
918
Harbor Investment Advisory
Maryland
$65.6K +$105 +1 +0.2%
TWD
919
True Wealth Design
Ohio
$65.4K -$10.2K -97 -13%
PG
920
Proffitt & Goodson
Tennessee
$65.4K +$8.72K +83 +15%
KBFS
921
Kohmann Bosshard Financial Services
Ohio
$63.8K +$63.8K +607 New
GIA
922
GHP Investment Advisors
Colorado
$63.7K -$3.89K -37 -6%
GXJ
923
Global X Japan
Japan
$63.6K +$5.99K +57 +10%
SC
924
Sawyer & Company
Massachusetts
$63K -$19.1K -180 -23%
FA
925
Financial Avengers
California
$62.2K +$315 +3 +0.5%