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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
RA
351
RFG Advisory
Alabama
$2.04M
MFG
352
Merit Financial Group
Georgia
$2.03M
ACM
353
Aster Capital Management
United Arab Emirates
$2M
ZIM
354
Zacks Investment Management
Illinois
$1.98M
BEI
355
Benjamin Edwards Inc
Missouri
$1.95M
KRS
356
Kentucky Retirement Systems
Kentucky
$1.91M
Lido Advisors
357
Lido Advisors
California
$1.91M
TSWM
358
Tyler-Stone Wealth Management
Ohio
$1.91M
MAM
359
Madison Asset Management
Wisconsin
$1.9M
WBC
360
Westpac Banking Corp
Australia
$1.89M
MK
361
MASTERINVEST Kapitalanlage
$1.89M
CB
362
Commerce Bank
Missouri
$1.87M
FLPIM
363
F.L. Putnam Investment Management
Massachusetts
$1.85M
ECM
364
Everence Capital Management
Indiana
$1.82M
HIMCH
365
Hartford Investment Management Co (HIMCO)
Connecticut
$1.82M
QT
366
Quantbot Technologies
New York
$1.79M
DEA
367
DoubleLine ETF Adviser
Florida
$1.79M
BI
368
Bramshill Investments
Florida
$1.77M
EWA
369
EP Wealth Advisors
California
$1.76M
TIA
370
Trust Investment Advisors
Indiana
$1.75M
ITC
371
Inspire Trust Company
Nevada
$1.74M
IWM
372
IHT Wealth Management
Illinois
$1.74M
AF
373
Avanza Fonder
Sweden
$1.74M
Jones Financial Companies
374
Jones Financial Companies
Missouri
$1.73M
Luther King Capital Management (LKCM)
375
Luther King Capital Management (LKCM)
Texas
$1.71M