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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 %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$187M +$5.39M +52,550 +3%
UBS Group
27
UBS Group
Switzerland
$185M +$67.2M +654,941 +57%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$179M -$11.7M -113,842 -6%
Ameriprise
29
Ameriprise
Minnesota
$176M +$15.6M +151,140 +10%
PI
30
PGGM Investments
Netherlands
$161M -$3.3M -32,176 -2%
Amundi
31
Amundi
France
$159M +$49.9M +500,884 +46%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$153M +$43.8M +426,559 +40%
DPIM
33
Duff & Phelps Investment Management
Illinois
$151M +$14.5M +141,418 +11%
Bank of America
34
Bank of America
North Carolina
$128M +$13.7M +133,850 +12%
DekaBank Deutsche Girozentrale
35
DekaBank Deutsche Girozentrale
Germany
$115M -$359K -3,512 -0.3%
CIMLRA
36
CBRE Investment Management Listed Real Assets
Pennsylvania
$110M +$30.9M +300,908 +39%
Point72 Asset Management
37
Point72 Asset Management
Connecticut
$104M -$109M -1,060,903 -51%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$94.8M -$12.6M -122,702 -12%
Swiss National Bank
39
Swiss National Bank
Switzerland
$91.2M +$6.33M +61,700 +7%
SEI Investments
40
SEI Investments
Pennsylvania
$90.8M +$5.67M +55,245 +7%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$80.4M -$3.64M -35,566 -4%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$78.9M -$3.53M -34,442 -4%
Mitsubishi UFJ Asset Management
43
Mitsubishi UFJ Asset Management
Japan
$78.6M +$5.06M +49,340 +7%
American Century Companies
44
American Century Companies
Missouri
$76.4M +$27.3M +266,150 +56%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$75.2M -$370K -3,606 -0.5%
EIP
46
Epoch Investment Partners
New York
$70.1M -$3.12M -30,413 -4%
LPL Financial
47
LPL Financial
California
$69.1M +$4.39M +42,787 +7%
WF
48
Welch & Forbes
Massachusetts
$68.6M -$524K -5,104 -0.8%
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$64.3M -$20.2M -197,063 -24%
Wells Fargo
50
Wells Fargo
California
$64.2M +$1.79M +17,412 +3%