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Iron Mountain

1,025 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, 351 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+43
Holders Change %
+4.38%
% of All Funds
13.74%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
118
Increased
387
Reduced
351
Closed
61
Calls
$102M
Puts
$179M
Net Calls
-$77.2M
Net Calls Change
-$30.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BAMF
401
BI Asset Management Fondsmaeglerselskab
Denmark
$1.46M +$266K +2,598 +22%
CL
402
Choreo LLC
Illinois
$1.46M +$69.8K +675 +5%
MLL
403
Moody Lynn & Lieberson
Massachusetts
$1.46M +$68.2K +665 +5%
BC
404
Brookfield Corp
Ontario, Canada
$1.46M +$17.5K +171 +1%
TC
405
Truvestments Capital
Florida
$1.45M -$15.5K -151 -1%
OAM
406
Oppenheimer Asset Management
New York
$1.44M +$120K +1,173 +9%
RC
407
Reik & Co
New York
$1.43M
Schroder Investment Management Group
408
Schroder Investment Management Group
United Kingdom
$1.42M +$80.9K +789 +6%
AWM
409
Apollon Wealth Management
South Carolina
$1.41M +$22.3K +217 +2%
NMERB
410
New Mexico Educational Retirement Board
New Mexico
$1.41M
SWM
411
Spire Wealth Management
Virginia
$1.38M -$174K -1,695 -11%
CGA
412
Crescent Grove Advisors
Illinois
$1.37M +$20.8K +201 +2%
CBOR
413
Community Bank of Raymore
Missouri
$1.37M
DILIC
414
Dai-ichi Life Insurance Company
Japan
$1.34M -$486K -4,738 -27%
RWA
415
Redhawk Wealth Advisors
Minnesota
$1.34M -$29.5K -288 -2%
AWM
416
AE Wealth Management
Kansas
$1.34M +$96.6K +942 +8%
CAS
417
Coppell Advisory Solutions
Texas
$1.34M +$1.34M +13,061 New
WAP
418
Wealthcare Advisory Partners
Pennsylvania
$1.33M +$19.2K +187 +1%
Brown Advisory
419
Brown Advisory
Maryland
$1.32M +$34K +331 +3%
TI
420
Tidal Investments
Wisconsin
$1.31M -$596K -5,813 -31%
FFN
421
Focus Financial Network
Minnesota
$1.31M +$90.4K +875 +7%
BWP
422
Burling Wealth Partners
Illinois
$1.31M -$287K -2,797 -18%
EOJOAM
423
E. Ohman J:or Asset Management
Sweden
$1.3M -$92.3K -900 -7%
GC
424
Guggenheim Capital
Illinois
$1.29M +$39.5K +385 +3%
RBFC
425
Roman Butler Fullerton & Co
Missouri
$1.27M -$3.97K -40 -0.3%