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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 %
DF
951
Dunhill Financial
United Kingdom
$53.8K +$18.1K +152 +50%
BAM
952
Byrne Asset Management
New Jersey
$53.5K
BCWM
953
Bartlett & Co Wealth Management
Ohio
$52.6K
AF
954
Advisornet Financial
Minnesota
$49.4K
CH
955
Canton Hathaway
Rhode Island
$48K
TSMHT
956
Thurston Springer Miller Herd & Titak
Indiana
$47.5K
BC
957
Barrett & Company
Rhode Island
$47.5K
AWM
958
AllSquare Wealth Management
New York
$46.9K -$8.91K -75 -16%
MIA
959
MeadowBrook Investment Advisors
Michigan
$46.3K -$23.2K -195 -33%
LWCFA
960
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44.7K
MSG
961
Main Street Group
Virginia
$44.6K +$356 +3 +0.8%
PSB
962
Piscataqua Savings Bank
New Hampshire
$41.9K
WWP
963
WR Wealth Planners
Missouri
$40.2K +$3.92K +33 +11%
WTC
964
WhitTier Trust Company
Nevada
$39.7K +$594 +5 +2%
GGI
965
Godsey & Gibb Inc
Virginia
$38.6K
CAL
966
Capital Analysts LLC
Pennsylvania
$36K +$36K +300 New
TCOV
967
Trust Company of Vermont
Vermont
$35.6K
TIAAOA
968
Teachers Insurance & Annuity Association of America
New York
$35.6K +$35.6K +300 New
IWP
969
IAG Wealth Partners
Wisconsin
$35.1K
FNWA
970
Financial Network Wealth Advisors
Utah
$34.6K +$832 +7 +2%
WBC
971
West Branch Capital
Massachusetts
$32.7K +$32.7K +275 New
ATS
972
Ashton Thomas Securities
New York
$31K +$31K +261 New
NMM
973
Naples Money Management
Florida
$30.2K
VWM
974
Venturi Wealth Management
Texas
$29.8K +$238 +2 +0.8%
PP
975
PFS Partners
New Jersey
$29.7K