IRM icon

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
Rafferty Asset Management
276
Rafferty Asset Management
New York
$3.84M
TLP
277
Trinity Legacy Partners
Texas
$3.78M
Pathstone Holdings
278
Pathstone Holdings
New Jersey
$3.75M
OSAM
279
O'Shaughnessy Asset Management
Connecticut
$3.75M
Two Sigma Advisers
280
Two Sigma Advisers
New York
$3.7M
RCA
281
Ranch Capital Advisors
Florida
$3.64M
BCV
282
Banque Cantonale Vaudoise
Switzerland
$3.62M
Cerity Partners
283
Cerity Partners
New York
$3.62M
CWP
284
Cyndeo Wealth Partners
Florida
$3.51M
VI
285
Vestcor Inc
New Brunswick, Canada
$3.51M
HC
286
Hourglass Capital
Texas
$3.49M
MOACM
287
Mutual of America Capital Management
New York
$3.47M
VVP
288
Venture Visionary Partners
Ohio
$3.38M
NA
289
NewEdge Advisors
Louisiana
$3.35M
ST
290
Smithfield Trust
Pennsylvania
$3.34M
OCM
291
One Capital Management
California
$3.34M
HKAM
292
Horizon Kinetics Asset Management
New York
$3.33M
NI
293
Nepsis Inc
Minnesota
$3.28M
SFI
294
Siemens Fonds Invest
Germany
$3.28M
WP
295
Woodline Partners
California
$3.27M
CC
296
Courier Capital
New York
$3.17M
EAM
297
Erste Asset Management
Austria
$3.15M
NB
298
Norinchukin Bank
Japan
$3.14M
WA
299
Waverly Advisors
Alabama
$3.12M
Connor, Clark & Lunn Investment Management (CC&L)
300
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.11M