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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
FHA
501
Flagship Harbor Advisors
Massachusetts
$850K
CPCM
502
Cardinal Point Capital Management
Ontario, Canada
$848K
MWPCG
503
Measured Wealth Private Client Group
New Hampshire
$845K
RSF
504
Rik Saylor Financial
Ohio
$845K
SW
505
SVB Wealth
Massachusetts
$843K
WS
506
Wedbush Securities
California
$839K
DS
507
DRW Securities
Illinois
$837K
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$835K
GT
509
Greenleaf Trust
Michigan
$835K
MC
510
Mathes Company
New York
$826K
IAN
511
Integrated Advisors Network
Texas
$822K
RCM
512
RNC Capital Management
California
$821K
AM
513
AGF Management
Ontario, Canada
$819K
QC
514
Quantessence Capital
New York
$818K
BCI
515
Brinker Capital Investments
Pennsylvania
$817K
PCM
516
Princeton Capital Management
New Jersey
$815K
B
517
Bailard
California
$815K
FFO
518
Fiduciary Family Office
Florida
$814K
Squarepoint
519
Squarepoint
New York
$814K
KRSITF
520
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$812K
EFS
521
Essex Financial Services
Connecticut
$806K
BPA
522
Beacon Pointe Advisors
California
$801K
AIC
523
Archer Investment Corporation
Indiana
$800K
FIA
524
Foundations Investment Advisors
Arizona
$798K
MMA
525
Miracle Mile Advisors
California
$794K