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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
AWS
476
Atria Wealth Solutions
New York
$945K
HI
477
Harbour Investments
Wisconsin
$941K
OC
478
Oppenheimer & Co
New York
$940K
CIAS
479
Capital Investment Advisory Services
North Carolina
$932K
GCA
480
Genesee Capital Advisors
New York
$917K
FFA
481
Founders Financial Alliance
North Carolina
$916K
AUB
482
Atlantic Union Bankshares
Virginia
$915K
MCM
483
MAI Capital Management
Ohio
$908K
TSS
484
Two Sigma Securities
New York
$902K
HA
485
Herold Advisors
New York
$898K
Capstone Investment Advisors
486
Capstone Investment Advisors
New York
$886K
GWMR
487
GC Wealth Management RIA
Massachusetts
$882K
Bessemer Group
488
Bessemer Group
New Jersey
$877K
FFWM
489
Future Financial Wealth Management
Ohio
$864K
Carson Wealth (CWM LLC)
490
Carson Wealth (CWM LLC)
Nebraska
$863K
WIA
491
World Investment Advisors
California
$863K
CRI
492
Colonial River Investments
Virginia
$861K
CCA
493
Checchi Capital Advisers
California
$859K
VSQM
494
V-Square Quantitative Management
Illinois
$859K
PD
495
Point72 (DIFC)
United Arab Emirates
$858K
IWC
496
Integrated Wealth Concepts
Massachusetts
$857K
APC
497
Aspire Private Capital
North Carolina
$856K
FHA
498
Flagship Harbor Advisors
Massachusetts
$850K
CPCM
499
Cardinal Point Capital Management
Ontario, Canada
$848K
MWPCG
500
Measured Wealth Private Client Group
New Hampshire
$845K