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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 %
N
426
Natixis
France
$1.27M -$741K -7,223 -37%
AWM
427
Arista Wealth Management
Nevada
$1.26M +$1.26M +12,301 New
WFS
428
Widmann Financial Services
Maryland
$1.25M
CSP
429
Cary Street Partners
Virginia
$1.25M -$26K -253 -2%
SBH
430
Segall Bryant & Hamill
Illinois
$1.23M
KA
431
Kintegral Advisory
New York
$1.23M -$1.96K -19 -0.2%
SF
432
Summit Financial
New Jersey
$1.23M +$589K +5,703 +92%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
433
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.21M -$5.56M -54,233 -82%
KIG
434
Kessler Investment Group
Indiana
$1.2M +$66.3K +646 +6%
DCM
435
Delta Capital Management
New Jersey
$1.19M
HIP
436
HUB Investment Partners
Texas
$1.19M +$92.3K +900 +8%
SC
437
Savoie Capital
Illinois
$1.18M
Assenagon Asset Management
438
Assenagon Asset Management
Luxembourg
$1.18M
CTA
439
Chesley Taft & Associates
Illinois
$1.18M -$18K -175 -1%
RPCONE
440
Retirement Planning Company of New England
Rhode Island
$1.17M +$2.36K +23 +0.2%
GAA
441
Guardian Asset Advisors
Pennsylvania
$1.16M -$8K -78 -0.7%
AWM
442
Axxcess Wealth Management
California
$1.14M -$10.1K -98 -0.9%
BFG
443
Bleakley Financial Group
New Jersey
$1.14M +$30.9K +301 +3%
ASN
444
Advisory Services Network
Georgia
$1.14M -$34.3K -352 -3%
VF
445
Virtu Financial
New York
$1.13M +$548K +5,342 +94%
GT
446
Glenview Trust
Kentucky
$1.13M +$1.13M +11,005 New
AFM
447
Abbot Financial Management
Massachusetts
$1.12M
ISL
448
Ingalls & Snyder LLC
New York
$1.1M
SFA
449
Sequoia Financial Advisors
Ohio
$1.09M +$184K +1,795 +20%
WSC
450
Wellington Shields & Co
New York
$1.09M