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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
AF
376
Avanza Fonder
Sweden
$1.74M
Jones Financial Companies
377
Jones Financial Companies
Missouri
$1.73M
Luther King Capital Management (LKCM)
378
Luther King Capital Management (LKCM)
Texas
$1.71M
HWP
379
Highline Wealth Partners
California
$1.7M
ALMGDA
380
AG2R La Mondiale Gestion d'Actifs
France
$1.68M
P
381
&Partners
Tennessee
$1.67M
CA
382
Claro Advisors
Massachusetts
$1.67M
SHF
383
Safe Harbor Fiduciary
Florida
$1.66M
PCM
384
Prana Capital Management
Connecticut
$1.63M
I
385
InceptionR
California
$1.62M
HAG
386
HighPoint Advisor Group
Illinois
$1.61M
CAM
387
Creekmur Asset Management
Illinois
$1.6M
LSERS
388
Louisiana State Employees Retirement System
Louisiana
$1.6M
DAS
389
Diversify Advisory Services
Utah
$1.59M
SAM
390
Securian Asset Management
Minnesota
$1.58M
OCPWS
391
One Charles Private Wealth Services
Massachusetts
$1.57M
Walleye Trading
392
Walleye Trading
New York
$1.57M
O
393
Ossiam
France
$1.57M
SCA
394
Snowden Capital Advisors
New York
$1.54M
GIBU
395
Gulf International Bank (UK)
United Kingdom
$1.53M
KPWS
396
Kestra Private Wealth Services
Texas
$1.52M
Robeco Institutional Asset Management
397
Robeco Institutional Asset Management
Netherlands
$1.51M
CMMS
398
Comprehensive Money Management Services
Florida
$1.51M
RFM
399
Royal Fund Management
Florida
$1.49M
DA
400
Denali Advisors
California
$1.48M