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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
MGP
401
Metis Global Partners
California
$1.47M
CA
402
Corrado Advisors
New Jersey
$1.46M
BFA
403
Beacon Financial Advisory
Ohio
$1.46M
MSRPS
404
Maryland State Retirement & Pension System
Maryland
$1.46M
BAMF
405
BI Asset Management Fondsmaeglerselskab
Denmark
$1.46M
CL
406
Choreo LLC
Illinois
$1.46M
MLL
407
Moody Lynn & Lieberson
Massachusetts
$1.46M
BC
408
Brookfield Corp
Ontario, Canada
$1.46M
TC
409
Truvestments Capital
Florida
$1.45M
OAM
410
Oppenheimer Asset Management
New York
$1.44M
RC
411
Reik & Co
New York
$1.43M
Schroder Investment Management Group
412
Schroder Investment Management Group
United Kingdom
$1.42M
AWM
413
Apollon Wealth Management
South Carolina
$1.41M
NMERB
414
New Mexico Educational Retirement Board
New Mexico
$1.41M
SWM
415
Spire Wealth Management
Virginia
$1.38M
CGA
416
Crescent Grove Advisors
Illinois
$1.37M
CBOR
417
Community Bank of Raymore
Missouri
$1.37M
DILIC
418
Dai-ichi Life Insurance Company
Japan
$1.34M
RWA
419
Redhawk Wealth Advisors
Minnesota
$1.34M
AWM
420
AE Wealth Management
Kansas
$1.34M
CAS
421
Coppell Advisory Solutions
Texas
$1.34M
WAP
422
Wealthcare Advisory Partners
Pennsylvania
$1.33M
Brown Advisory
423
Brown Advisory
Maryland
$1.32M
TI
424
Tidal Investments
Wisconsin
$1.31M
FFN
425
Focus Financial Network
Minnesota
$1.31M