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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 %
TMAM
451
Tokio Marine Asset Management
Japan
$1.09M -$4.41K -43 -0.4%
VCP
452
Verus Capital Partners
Arizona
$1.08M +$3.18K +31 +0.3%
OAC
453
OMERS Administration Corp
Ontario, Canada
$1.07M
LFAS
454
Level Four Advisory Services
Texas
$1.06M +$4.82K +47 +0.5%
SC
455
Savant Capital
Illinois
$1.06M +$24.4K +238 +2%
PT
456
Plimoth Trust
Massachusetts
$1.06M
LNWWM
457
Laird Norton Wetherby Wealth Management
California
$1.05M +$1.05M +10,271 New
PAG
458
Private Advisory Group
Washington
$1.05M -$121K -1,180 -10%
NW
459
NewEdge Wealth
Pennsylvania
$1.05M -$23.9K -260 -2%
PFA
460
Pathway Financial Advisers
Indiana
$1.04M -$22.7K -221 -2%
HWM
461
HB Wealth Management
Georgia
$1.03M +$30.7K +299 +3%
SGAM
462
Smith Group Asset Management
Texas
$1.03M
MA
463
Montag & Associates
Georgia
$1.02M
DC
464
Davenport & Co
Virginia
$1.01M +$19K +185 +2%
PL
465
Perpetual Ltd
Australia
$1.01M -$76.9K -750 -7%
VA
466
Vident Advisory
Georgia
$1.01M +$63.2K +616 +7%
BIA
467
Beacon Investment Advisors
Maryland
$997K +$5.93K +58 +0.6%
GIM
468
Glenmede Investment Management
Pennsylvania
$990K +$990K +9,653 New
SSWM
469
Strait & Sound Wealth Management
California
$984K +$40K +390 +4%
AP
470
Atwood & Palmer
Missouri
$969K +$123K +1,195 +14%
NMIMC
471
Northwestern Mutual Investment Management Company
Wisconsin
$965K +$7.18K +70 +0.7%
AIFAIM
472
American Institute for Advanced Investment Management
Arizona
$948K -$167K -1,625 -15%
UWPG
473
Ullmann Wealth Partners Group
Florida
$948K +$7.28K +71 +0.8%
AWS
474
Atria Wealth Solutions
New York
$945K -$2.08M -20,212 -69%
HI
475
Harbour Investments
Wisconsin
$941K -$103 -1 -0%