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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
NMIMC
476
Northwestern Mutual Investment Management Company
Wisconsin
$965K
AIFAIM
477
American Institute for Advanced Investment Management
Arizona
$948K
UWPG
478
Ullmann Wealth Partners Group
Florida
$948K
AWS
479
Atria Wealth Solutions
New York
$945K
HI
480
Harbour Investments
Wisconsin
$941K
OC
481
Oppenheimer & Co
New York
$940K
CIAS
482
Capital Investment Advisory Services
North Carolina
$932K
GCA
483
Genesee Capital Advisors
New York
$917K
FFA
484
Founders Financial Alliance
North Carolina
$916K
AUB
485
Atlantic Union Bankshares
Virginia
$915K
MCM
486
MAI Capital Management
Ohio
$908K
TSS
487
Two Sigma Securities
New York
$902K
HA
488
Herold Advisors
New York
$898K
Capstone Investment Advisors
489
Capstone Investment Advisors
New York
$886K
GWMR
490
GC Wealth Management RIA
Massachusetts
$882K
Bessemer Group
491
Bessemer Group
New Jersey
$877K
FFWM
492
Future Financial Wealth Management
Ohio
$864K
Carson Wealth (CWM LLC)
493
Carson Wealth (CWM LLC)
Nebraska
$863K
WIA
494
World Investment Advisors
California
$863K
CRI
495
Colonial River Investments
Virginia
$861K
CCA
496
Checchi Capital Advisers
California
$859K
VSQM
497
V-Square Quantitative Management
Illinois
$859K
PD
498
Point72 (DIFC)
United Arab Emirates
$858K
IWC
499
Integrated Wealth Concepts
Massachusetts
$857K
APC
500
Aspire Private Capital
North Carolina
$856K