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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 %
CJ
926
Caitlin John
Michigan
$61.5K -$2.1K -20 -3%
PC
927
Promus Capital
Illinois
$60.1K +$60.1K +572 New
NSIM
928
North Star Investment Management
Illinois
$59.9K
AGWCA
929
Annis Gardner Whiting Capital Advisors
Florida
$59.2K -$5.82K -55 -9%
LFG
930
Larson Financial Group
Missouri
$58.7K +$105 +1 +0.2%
CWM
931
Compass Wealth Management
Connecticut
$55.2K
OC
932
Oakworth Capital
Alabama
$54.7K +$54.7K +520 New
VWM
933
Venturi Wealth Management
Texas
$54K +$27.6K +263 +105%
FDCP
934
Foster Dykema Cabot & Partners
Massachusetts
$53.7K -$58.1K -545 -52%
CA
935
Continuum Advisory
Idaho
$53.7K
HBW
936
Hazlett, Burt & Watson
West Virginia
$53K
PGAM
937
Princeton Global Asset Management
New Jersey
$52.6K -$52.6K -500 -50%
GWSG
938
GPS Wealth Strategies Group
Colorado
$52.6K
OLVIG
939
Oliver Lagore Vanvalin Investment Group
Michigan
$52.6K
PWM
940
Parkworth Wealth Management
California
$52.6K +$52.6K +500 New
CFO
941
CVA Family Office
Colorado
$52.5K +$2.73K +26 +5%
Q1WB
942
Quest 10 Wealth Builders
Virginia
$52K +$52K +495 New
WTC
943
WhitTier Trust Company
Nevada
$51.4K +$16.3K +155 +46%
HDIM
944
Hanson & Doremus Investment Management
Vermont
$50K
DF
945
Dunhill Financial
United Kingdom
$49.1K +$1.47K +14 +3%
TCG
946
Transcendent Capital Group
Oklahoma
$47.3K -$6.31K -60 -12%
BCWM
947
Bartlett & Co Wealth Management
Ohio
$46.6K
BAM
948
Byrne Asset Management
New Jersey
$44.7K -$2.63K -25 -6%
AF
949
Advisornet Financial
Minnesota
$42.8K -$946 -9 -2%
TSMHT
950
Thurston Springer Miller Herd & Titak
Indiana
$42K