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Iron Mountain

1,035 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, 391 increasing their positions, 354 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 9871,035 (+48)

2.08% more ownership

Funds ownership: 82.2%84.28% (+2.1%)

43% less call options, than puts

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

Holders
1,035
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
SPIA
276
Steward Partners Investment Advisory
New York
$3.94M
VPIM
277
Vanguard Personalized Indexing Management
California
$3.9M
SAM
278
Shell Asset Management
Netherlands
$3.84M
Rafferty Asset Management
279
Rafferty Asset Management
New York
$3.84M
TLP
280
Trinity Legacy Partners
Texas
$3.78M
Pathstone Holdings
281
Pathstone Holdings
New Jersey
$3.75M
OSAM
282
O'Shaughnessy Asset Management
Connecticut
$3.75M
Two Sigma Advisers
283
Two Sigma Advisers
New York
$3.7M
RCA
284
Ranch Capital Advisors
Florida
$3.64M
BCV
285
Banque Cantonale Vaudoise
Switzerland
$3.62M
Cerity Partners
286
Cerity Partners
New York
$3.62M
CWP
287
Cyndeo Wealth Partners
Florida
$3.51M
VI
288
Vestcor Inc
New Brunswick, Canada
$3.51M
HC
289
Hourglass Capital
Texas
$3.49M
MOACM
290
Mutual of America Capital Management
New York
$3.47M
VVP
291
Venture Visionary Partners
Ohio
$3.38M
NA
292
NewEdge Advisors
Louisiana
$3.35M
ST
293
Smithfield Trust
Pennsylvania
$3.34M
OCM
294
One Capital Management
California
$3.34M
HKAM
295
Horizon Kinetics Asset Management
New York
$3.33M
NI
296
Nepsis Inc
Minnesota
$3.28M
SFI
297
Siemens Fonds Invest
Germany
$3.28M
WP
298
Woodline Partners
California
$3.27M
CC
299
Courier Capital
New York
$3.17M
EAM
300
Erste Asset Management
Austria
$3.15M