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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
HPC
426
HM Payson & Co
Maine
$1.28M
RBFC
427
Roman Butler Fullerton & Co
Missouri
$1.27M
N
428
Natixis
France
$1.27M
AWM
429
Arista Wealth Management
Nevada
$1.26M
WFS
430
Widmann Financial Services
Maryland
$1.25M
CSP
431
Cary Street Partners
Virginia
$1.25M
SBH
432
Segall Bryant & Hamill
Illinois
$1.23M
KA
433
Kintegral Advisory
New York
$1.23M
SF
434
Summit Financial
New Jersey
$1.23M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
435
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.21M
KIG
436
Kessler Investment Group
Indiana
$1.2M
DCM
437
Delta Capital Management
New Jersey
$1.19M
HIP
438
HUB Investment Partners
Texas
$1.19M
SC
439
Savoie Capital
Illinois
$1.18M
Assenagon Asset Management
440
Assenagon Asset Management
Luxembourg
$1.18M
CTA
441
Chesley Taft & Associates
Illinois
$1.18M
RPCONE
442
Retirement Planning Company of New England
Rhode Island
$1.17M
GAA
443
Guardian Asset Advisors
Pennsylvania
$1.16M
AWM
444
Axxcess Wealth Management
California
$1.14M
BFG
445
Bleakley Financial Group
New Jersey
$1.14M
ASN
446
Advisory Services Network
Georgia
$1.14M
VF
447
Virtu Financial
New York
$1.13M
GT
448
Glenview Trust
Kentucky
$1.13M
AFM
449
Abbot Financial Management
Massachusetts
$1.12M
ISL
450
Ingalls & Snyder LLC
New York
$1.1M