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Iron Mountain

1,028 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 118 funds opening new positions, 387 increasing their positions, 353 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.06% more ownership

Funds ownership: 82.09%84.15% (+2.1%)

10% more repeat investments, than reductions

Existing positions increased: 387 | Existing positions reduced: 353

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,028
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$102M
Puts
$179M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Skandinaviska Enskilda Banken (SEB)
226
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.05M
HWAM
227
Hennion & Walsh Asset Management
New Jersey
$5.98M
First Trust Advisors
228
First Trust Advisors
Illinois
$5.92M
AB
229
Amalgamated Bank
New York
$5.85M
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$5.75M
WC
231
Woodstock Corp
Massachusetts
$5.68M
Man Group
232
Man Group
United Kingdom
$5.65M
CWM
233
Congress Wealth Management
Massachusetts
$5.64M
FNT
234
First National Trust
Pennsylvania
$5.61M
PP
235
Prudential plc
United Kingdom
$5.57M
ATIA
236
American Trust Investment Advisors
New Hampshire
$5.56M
Janus Henderson Group
237
Janus Henderson Group
United Kingdom
$5.55M
DnB Asset Management
238
DnB Asset Management
Norway
$5.54M
EI
239
Ethic Inc
New York
$5.49M
NIA
240
NIA Impact Advisors
California
$5.39M
WAM
241
Werlinich Asset Management
Connecticut
$5.31M
FAF
242
Fjarde Ap-fonden
Sweden
$5.21M
PC
243
Promethos Capital
Massachusetts
$5.21M
MC
244
Moors & Cabot
Massachusetts
$5.16M
LIP
245
Lighthouse Investment Partners
Florida
$5.15M
Wealth Enhancement Advisory Services
246
Wealth Enhancement Advisory Services
Minnesota
$5.06M
YCM
247
Yousif Capital Management
Michigan
$5.01M
Baird Financial Group
248
Baird Financial Group
Wisconsin
$4.99M
URS
249
Utah Retirement Systems
Utah
$4.93M
FDCDDQ
250
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.78M