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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
MSRPS
401
Maryland State Retirement & Pension System
Maryland
$1.46M
BAMF
402
BI Asset Management Fondsmaeglerselskab
Denmark
$1.46M
CL
403
Choreo LLC
Illinois
$1.46M
MLL
404
Moody Lynn & Lieberson
Massachusetts
$1.46M
BC
405
Brookfield Corp
Ontario, Canada
$1.46M
TC
406
Truvestments Capital
Florida
$1.45M
OAM
407
Oppenheimer Asset Management
New York
$1.44M
RC
408
Reik & Co
New York
$1.43M
Schroder Investment Management Group
409
Schroder Investment Management Group
United Kingdom
$1.42M
AWM
410
Apollon Wealth Management
South Carolina
$1.41M
NMERB
411
New Mexico Educational Retirement Board
New Mexico
$1.41M
SWM
412
Spire Wealth Management
Virginia
$1.38M
CGA
413
Crescent Grove Advisors
Illinois
$1.37M
CBOR
414
Community Bank of Raymore
Missouri
$1.37M
DILIC
415
Dai-ichi Life Insurance Company
Japan
$1.34M
RWA
416
Redhawk Wealth Advisors
Minnesota
$1.34M
AWM
417
AE Wealth Management
Kansas
$1.34M
CAS
418
Coppell Advisory Solutions
Texas
$1.34M
WAP
419
Wealthcare Advisory Partners
Pennsylvania
$1.33M
Brown Advisory
420
Brown Advisory
Maryland
$1.32M
TI
421
Tidal Investments
Wisconsin
$1.31M
FFN
422
Focus Financial Network
Minnesota
$1.31M
BWP
423
Burling Wealth Partners
Illinois
$1.31M
EOJOAM
424
E. Ohman J:or Asset Management
Sweden
$1.3M
GC
425
Guggenheim Capital
Illinois
$1.29M