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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 %
OC
476
Oppenheimer & Co
New York
$940K +$19.1K +186 +2%
CIAS
477
Capital Investment Advisory Services
North Carolina
$932K +$513 +5 +0.1%
GCA
478
Genesee Capital Advisors
New York
$917K +$57.8K +564 +7%
FFA
479
Founders Financial Alliance
North Carolina
$916K -$10.2K -99 -1%
AUB
480
Atlantic Union Bankshares
Virginia
$915K +$93.2K +909 +11%
MCM
481
MAI Capital Management
Ohio
$908K -$14.7K -143 -2%
TSS
482
Two Sigma Securities
New York
$902K +$902K +8,798 New
HA
483
Herold Advisors
New York
$898K +$103 +1 +0%
Capstone Investment Advisors
484
Capstone Investment Advisors
New York
$886K +$11.5K +112 +1%
GWMR
485
GC Wealth Management RIA
Massachusetts
$882K +$191K +1,864 +28%
Bessemer Group
486
Bessemer Group
New Jersey
$877K -$605K -5,896 -41%
FFWM
487
Future Financial Wealth Management
Ohio
$864K +$410 +4 +0%
Carson Wealth (CWM LLC)
488
Carson Wealth (CWM LLC)
Nebraska
$863K +$187K +1,820 +28%
WIA
489
World Investment Advisors
California
$863K +$300K +2,927 +53%
CRI
490
Colonial River Investments
Virginia
$861K -$9.7K -98 -1%
CCA
491
Checchi Capital Advisers
California
$859K -$50.6K -493 -6%
VSQM
492
V-Square Quantitative Management
Illinois
$859K +$46.9K +457 +6%
PD
493
Point72 (DIFC)
United Arab Emirates
$858K +$20.3K +198 +2%
IWC
494
Integrated Wealth Concepts
Massachusetts
$857K +$62.8K +612 +8%
APC
495
Aspire Private Capital
North Carolina
$856K -$228K -2,221 -21%
FHA
496
Flagship Harbor Advisors
Massachusetts
$850K -$25.7K -251 -3%
CPCM
497
Cardinal Point Capital Management
Ontario, Canada
$848K
MWPCG
498
Measured Wealth Private Client Group
New Hampshire
$845K -$29.7K -290 -3%
RSF
499
Rik Saylor Financial
Ohio
$845K +$1.33K +13 +0.2%
SW
500
SVB Wealth
Massachusetts
$843K -$170K -1,658 -17%