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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
GT
451
Glenview Trust
Kentucky
$1.13M
AFM
452
Abbot Financial Management
Massachusetts
$1.12M
ISL
453
Ingalls & Snyder LLC
New York
$1.1M
SFA
454
Sequoia Financial Advisors
Ohio
$1.09M
WSC
455
Wellington Shields & Co
New York
$1.09M
TMAM
456
Tokio Marine Asset Management
Japan
$1.09M
VCP
457
Verus Capital Partners
Arizona
$1.08M
OAC
458
OMERS Administration Corp
Ontario, Canada
$1.07M
LFAS
459
Level Four Advisory Services
Texas
$1.06M
SC
460
Savant Capital
Illinois
$1.06M
PT
461
Plimoth Trust
Massachusetts
$1.06M
LNWWM
462
Laird Norton Wetherby Wealth Management
California
$1.05M
PAG
463
Private Advisory Group
Washington
$1.05M
NW
464
NewEdge Wealth
Pennsylvania
$1.05M
PFA
465
Pathway Financial Advisers
Indiana
$1.04M
HWM
466
HB Wealth Management
Georgia
$1.03M
SGAM
467
Smith Group Asset Management
Texas
$1.03M
MA
468
Montag & Associates
Georgia
$1.02M
DC
469
Davenport & Co
Virginia
$1.01M
PL
470
Perpetual Ltd
Australia
$1.01M
VA
471
Vident Advisory
Georgia
$1.01M
BIA
472
Beacon Investment Advisors
Maryland
$997K
GIM
473
Glenmede Investment Management
Pennsylvania
$990K
SSWM
474
Strait & Sound Wealth Management
California
$984K
AP
475
Atwood & Palmer
Missouri
$969K