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Iron Mountain

1,027 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, 352 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: 352

43% less call options, than puts

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

Holders
1,027
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
FMI
326
F/M Investments
District of Columbia
$2.42M
PI
327
PFG Investments
New York
$2.42M
Verition Fund Management
328
Verition Fund Management
Connecticut
$2.41M
CIA
329
Capital Investment Advisors
Georgia
$2.4M
SYBT
330
Stock Yards Bank & Trust
Kentucky
$2.39M
TAF
331
Tredje AP-fonden
Sweden
$2.36M
AACA
332
American Assets Capital Advisers
California
$2.36M
TRSOTSOK
333
Teachers Retirement System of the State of Kentucky
Kentucky
$2.35M
IG
334
ING Group
Netherlands
$2.35M
AA
335
Ancora Advisors
Ohio
$2.34M
JG
336
Jain Global
New York
$2.34M
FT
337
Fiduciary Trust
Massachusetts
$2.32M
NW
338
Naviter Wealth
Arkansas
$2.31M
JWCA
339
J.W. Cole Advisors
Florida
$2.23M
GCM
340
Gables Capital Management
Florida
$2.21M
KIA
341
KCM Investment Advisors
California
$2.19M
HT
342
Heritage Trust
Oklahoma
$2.17M
Fifth Third Bancorp
343
Fifth Third Bancorp
Ohio
$2.16M
YIH
344
Y-Intercept (HK)
Hong Kong
$2.16M
CIG
345
Cascade Investment Group
Colorado
$2.15M
PAS
346
Park Avenue Securities
New York
$2.1M
MSU
347
Mizuho Securities USA
New York
$2.09M
KTC
348
Kentucky Trust Company
Kentucky
$2.06M
TRCT
349
Tower Research Capital (TRC)
New York
$2.04M
SCM
350
Sterling Capital Management
North Carolina
$2.04M