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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
SFA
451
Sequoia Financial Advisors
Ohio
$1.09M
WSC
452
Wellington Shields & Co
New York
$1.09M
TMAM
453
Tokio Marine Asset Management
Japan
$1.09M
VCP
454
Verus Capital Partners
Arizona
$1.08M
OAC
455
OMERS Administration Corp
Ontario, Canada
$1.07M
LFAS
456
Level Four Advisory Services
Texas
$1.06M
SC
457
Savant Capital
Illinois
$1.06M
PT
458
Plimoth Trust
Massachusetts
$1.06M
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$1.05M
PAG
460
Private Advisory Group
Washington
$1.05M
NW
461
NewEdge Wealth
Pennsylvania
$1.05M
PFA
462
Pathway Financial Advisers
Indiana
$1.04M
HWM
463
HB Wealth Management
Georgia
$1.03M
SGAM
464
Smith Group Asset Management
Texas
$1.03M
MA
465
Montag & Associates
Georgia
$1.02M
DC
466
Davenport & Co
Virginia
$1.01M
PL
467
Perpetual Ltd
Australia
$1.01M
VA
468
Vident Advisory
Georgia
$1.01M
BIA
469
Beacon Investment Advisors
Maryland
$997K
GIM
470
Glenmede Investment Management
Pennsylvania
$990K
SSWM
471
Strait & Sound Wealth Management
California
$984K
AP
472
Atwood & Palmer
Missouri
$969K
NMIMC
473
Northwestern Mutual Investment Management Company
Wisconsin
$965K
AIFAIM
474
American Institute for Advanced Investment Management
Arizona
$948K
UWPG
475
Ullmann Wealth Partners Group
Florida
$948K