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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 %
BC
951
Barrett & Company
Rhode Island
$42K
VHAM
952
Van Hulzen Asset Management
California
$42K +$42K +400 New
CH
953
Canton Hathaway
Rhode Island
$42K
BTI
954
Blue Trust Inc
Georgia
$42K -$183K -1,739 -81%
AWM
955
AllSquare Wealth Management
New York
$41.5K
MIA
956
MeadowBrook Investment Advisors
Michigan
$41K
SS
957
Sunbelt Securities
Texas
$37.3K -$52.2K -504 -58%
PSB
958
Piscataqua Savings Bank
New Hampshire
$37.1K
LWCFA
959
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.9K
WWP
960
WR Wealth Planners
Missouri
$34.5K -$1.05K -10 -3%
GGI
961
Godsey & Gibb Inc
Virginia
$34.2K
CAL
962
Capital Analysts LLC
Pennsylvania
$32K
IWP
963
IAG Wealth Partners
Wisconsin
$31K
AA
964
AlphaMark Advisors
Kentucky
$31K -$31.7K -298 -51%
QC
965
Quent Capital
New York
$29K +$3.78K +36 +15%
WBC
966
West Branch Capital
Massachusetts
$28.9K
TIM
967
Thompson Investment Management
Wisconsin
$27.7K -$84.1K -800 -75%
CSPIA
968
Cary Street Partners Investment Advisory
Virginia
$27.4K -$1.31M -12,480 -98%
KFI
969
Key Financial Inc
Pennsylvania
$26.5K +$26.4K +251 +25,100%
PP
970
PFS Partners
New Jersey
$26.3K
BCMLT
971
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.3K
HHGA
972
Halbert Hargrove Global Advisors
California
$26.3K +$26.3K +250 New
IWM
973
IMG Wealth Management
Florida
$25.6K +$25.6K +244 New
ZB
974
Zions Bancorporation
Utah
$24.1K
TAM
975
Tucker Asset Management
Colorado
$23.9K +$4.94K +47 +26%