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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
BWP
426
Burling Wealth Partners
Illinois
$1.31M
EOJOAM
427
E. Ohman J:or Asset Management
Sweden
$1.3M
GC
428
Guggenheim Capital
Illinois
$1.29M
HPC
429
HM Payson & Co
Maine
$1.28M
RBFC
430
Roman Butler Fullerton & Co
Missouri
$1.27M
N
431
Natixis
France
$1.27M
AWM
432
Arista Wealth Management
Nevada
$1.26M
WFS
433
Widmann Financial Services
Maryland
$1.25M
CSP
434
Cary Street Partners
Virginia
$1.25M
SBH
435
Segall Bryant & Hamill
Illinois
$1.23M
KA
436
Kintegral Advisory
New York
$1.23M
SF
437
Summit Financial
New Jersey
$1.23M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
438
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.21M
KIG
439
Kessler Investment Group
Indiana
$1.2M
DCM
440
Delta Capital Management
New Jersey
$1.19M
HIP
441
HUB Investment Partners
Texas
$1.19M
SC
442
Savoie Capital
Illinois
$1.18M
Assenagon Asset Management
443
Assenagon Asset Management
Luxembourg
$1.18M
CTA
444
Chesley Taft & Associates
Illinois
$1.18M
RPCONE
445
Retirement Planning Company of New England
Rhode Island
$1.17M
GAA
446
Guardian Asset Advisors
Pennsylvania
$1.16M
AWM
447
Axxcess Wealth Management
California
$1.14M
BFG
448
Bleakley Financial Group
New Jersey
$1.14M
ASN
449
Advisory Services Network
Georgia
$1.14M
VF
450
Virtu Financial
New York
$1.13M