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Iron Mountain

1,025 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, 351 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+43
Holders Change %
+4.38%
% of All Funds
13.74%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
118
Increased
387
Reduced
351
Closed
61
Calls
$102M
Puts
$179M
Net Calls
-$77.2M
Net Calls Change
-$30.7M
Name Holding Trade Value Shares
Change
Shares
Change %
Rafferty Asset Management
276
Rafferty Asset Management
New York
$3.84M +$550K +5,361 +17%
TLP
277
Trinity Legacy Partners
Texas
$3.78M -$17.3K -176 -0.5%
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$3.75M +$32.5K +316 +0.9%
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$3.75M +$837K +8,157 +29%
Two Sigma Advisers
280
Two Sigma Advisers
New York
$3.7M -$2.73M -26,600 -42%
RCA
281
Ranch Capital Advisors
Florida
$3.64M +$108K +1,048 +3%
BCV
282
Banque Cantonale Vaudoise
Switzerland
$3.62M +$1.18M +11,478 +48%
Cerity Partners
283
Cerity Partners
New York
$3.62M +$125K +1,222 +4%
CWP
284
Cyndeo Wealth Partners
Florida
$3.51M -$88.4K -862 -2%
VI
285
Vestcor Inc
New Brunswick, Canada
$3.51M -$4.76M -46,376 -58%
HC
286
Hourglass Capital
Texas
$3.49M +$67.7K +660 +2%
MOACM
287
Mutual of America Capital Management
New York
$3.47M -$33.1K -323 -0.9%
VVP
288
Venture Visionary Partners
Ohio
$3.38M +$38.1K +371 +1%
NA
289
NewEdge Advisors
Louisiana
$3.35M +$539K +5,250 +19%
ST
290
Smithfield Trust
Pennsylvania
$3.34M
OCM
291
One Capital Management
California
$3.34M -$121K -1,175 -3%
HKAM
292
Horizon Kinetics Asset Management
New York
$3.33M
NI
293
Nepsis Inc
Minnesota
$3.28M -$931K -9,076 -22%
SFI
294
Siemens Fonds Invest
Germany
$3.28M +$80.1K +781 +3%
WP
295
Woodline Partners
California
$3.27M +$728K +7,097 +29%
CC
296
Courier Capital
New York
$3.17M -$71.5K -697 -2%
EAM
297
Erste Asset Management
Austria
$3.15M +$645K +6,316 +26%
NB
298
Norinchukin Bank
Japan
$3.14M +$198K +1,928 +7%
WA
299
Waverly Advisors
Alabama
$3.12M -$71.2K -694 -2%
Connor, Clark & Lunn Investment Management (CC&L)
300
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.11M +$727K +7,087 +30%