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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
HWP
376
Highline Wealth Partners
California
$1.7M
ALMGDA
377
AG2R La Mondiale Gestion d'Actifs
France
$1.68M
P
378
&Partners
Tennessee
$1.67M
CA
379
Claro Advisors
Massachusetts
$1.67M
SHF
380
Safe Harbor Fiduciary
Florida
$1.66M
PCM
381
Prana Capital Management
Connecticut
$1.63M
I
382
InceptionR
California
$1.62M
HAG
383
HighPoint Advisor Group
Illinois
$1.61M
CAM
384
Creekmur Asset Management
Illinois
$1.6M
LSERS
385
Louisiana State Employees Retirement System
Louisiana
$1.6M
DAS
386
Diversify Advisory Services
Utah
$1.59M
SAM
387
Securian Asset Management
Minnesota
$1.58M
OCPWS
388
One Charles Private Wealth Services
Massachusetts
$1.57M
Walleye Trading
389
Walleye Trading
New York
$1.57M
O
390
Ossiam
France
$1.57M
SCA
391
Snowden Capital Advisors
New York
$1.54M
GIBU
392
Gulf International Bank (UK)
United Kingdom
$1.53M
KPWS
393
Kestra Private Wealth Services
Texas
$1.52M
Robeco Institutional Asset Management
394
Robeco Institutional Asset Management
Netherlands
$1.51M
CMMS
395
Comprehensive Money Management Services
Florida
$1.51M
RFM
396
Royal Fund Management
Florida
$1.49M
DA
397
Denali Advisors
California
$1.48M
MGP
398
Metis Global Partners
California
$1.47M
CA
399
Corrado Advisors
New Jersey
$1.46M
BFA
400
Beacon Financial Advisory
Ohio
$1.46M