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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
WAM
326
Wolverine Asset Management
Illinois
$2.54M
SCA
327
Sippican Capital Advisors
Massachusetts
$2.43M
GM
328
GeoWealth Management
Illinois
$2.42M
FMI
329
F/M Investments
District of Columbia
$2.42M
PI
330
PFG Investments
New York
$2.42M
Verition Fund Management
331
Verition Fund Management
Connecticut
$2.41M
CIA
332
Capital Investment Advisors
Georgia
$2.4M
SYBT
333
Stock Yards Bank & Trust
Kentucky
$2.39M
TAF
334
Tredje AP-fonden
Sweden
$2.36M
AACA
335
American Assets Capital Advisers
California
$2.36M
TRSOTSOK
336
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M
IG
337
ING Group
Netherlands
$2.35M
AA
338
Ancora Advisors
Ohio
$2.34M
JG
339
Jain Global
New York
$2.34M
FT
340
Fiduciary Trust
Massachusetts
$2.32M
NW
341
Naviter Wealth
Arkansas
$2.31M
JWCA
342
J.W. Cole Advisors
Florida
$2.23M
GCM
343
Gables Capital Management
Florida
$2.21M
KIA
344
KCM Investment Advisors
California
$2.19M
HT
345
Heritage Trust
Oklahoma
$2.17M
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$2.16M
YIH
347
Y-Intercept (HK)
Hong Kong
$2.16M
CIG
348
Cascade Investment Group
Colorado
$2.15M
PAS
349
Park Avenue Securities
New York
$2.1M
MSU
350
Mizuho Securities USA
New York
$2.09M