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Iron Mountain
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Overview Fund Activity

1,051 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, 355 increasing their positions, 409 reducing their positions, and 107 closing their positions.

Holders
1,051
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
355
Reduced
409
Closed
107
Calls
$191M
Puts
$188M
Net Calls
+$2.41M
Net Calls Change
-$132M

Top Buyers

1
Northern Trust
1
Northern Trust
Illinois
$455M
2
TD Asset Management
2
TD Asset Management
Ontario, Canada
$205M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$126M
4
BlackRock
4
BlackRock
New York
$3.37B
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$268M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.57B
2
UBS AM
2
UBS AM
Illinois
$44.8M
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$22.8M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$163M
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATPW
1101
Ashton Thomas Private Wealth
Arizona
– -$270K -2,270 Closed
LWM
1102
Liberty Wealth Management
California
– -$269K -2,262 Closed
HAIM
1103
Hunter Associates Investment Management
Pennsylvania
– -$261K -2,199 Closed
SAW
1104
Signal Advisors Wealth
Michigan
– -$261K -2,197 Closed
HKIMG
1105
Hutchens & Kramer Investment Management Group
Indiana
– -$257K -2,170 Closed
MIS
1106
Morningstar Investment Services
Illinois
– -$245K -2,095 Closed
4WM
1107
44 Wealth Management
Oregon
– -$255K -2,028 Closed
BBA
1108
Baader Bank Aktiengesellschaft
Germany
– -$223K -2,003 Closed
SIC
1109
Samalin Investment Counsel
New York
– -$235K -1,980 Closed
RWP
1110
RWA Wealth Partners
Massachusetts
– -$231K -1,942 Closed
CCAL
1111
City Center Advisors LLC
Michigan
– -$224K -1,882 Closed
BEAM
1112
Baker Ellis Asset Management
Washington
– -$223K -1,875 Closed
AWE
1113
Avidian Wealth Enterprises
Texas
– -$223K -1,873 Closed
TWP
1114
Tyche Wealth Partners
Texas
– -$220K -1,855 Closed
BFG
1115
Berger Financial Group
Minnesota
– -$218K -1,837 Closed
FA
1116
FDx Advisors
Illinois
– -$218K -1,836 Closed
CRWM
1117
Castle Rock Wealth Management
California
– -$214K -1,832 Closed
SP
1118
Sequent Planning
Nebraska
– -$216K -1,814 Closed
CCWM
1119
Cassaday & Co Wealth Management
Virginia
– -$215K -1,812 Closed
HTIM
1120
Harbour Trust & Investment Management
Indiana
– -$214K -1,800 Closed
ICM
1121
IMS Capital Management
Oregon
– -$214K -1,798 Closed
CI
1122
Conning Inc
Connecticut
– -$213K -1,794 Closed
WP
1123
WealthPLAN Partners
Nebraska
– -$213K -1,794 Closed
SC
1124
Sepio Capital
Utah
– -$212K -1,782 Closed
BWP
1125
Baldwin Wealth Partners
Massachusetts
– -$211K -1,775 Closed
43 44
45
46 47