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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 %
WS
501
Wedbush Securities
California
$839K +$24.7K +241 +3%
DS
502
DRW Securities
Illinois
$837K +$837K +8,160 New
Envestnet Portfolio Solutions
503
Envestnet Portfolio Solutions
Illinois
$835K -$131K -1,275 -14%
GT
504
Greenleaf Trust
Michigan
$835K +$79.4K +774 +11%
MC
505
Mathes Company
New York
$826K
IAN
506
Integrated Advisors Network
Texas
$822K +$35.4K +345 +4%
RCM
507
RNC Capital Management
California
$821K -$103 -1 -0%
AM
508
AGF Management
Ontario, Canada
$819K +$819K +7,980 New
QC
509
Quantessence Capital
New York
$818K +$818K +7,978 New
BCI
510
Brinker Capital Investments
Pennsylvania
$817K -$70.9K -691 -8%
PCM
511
Princeton Capital Management
New Jersey
$815K -$87.2K -850 -10%
B
512
Bailard
California
$815K
FFO
513
Fiduciary Family Office
Florida
$814K -$65.9K -642 -7%
Squarepoint
514
Squarepoint
New York
$814K -$5.93M -57,780 -88%
KRSITF
515
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$812K -$56.3K -549 -6%
EFS
516
Essex Financial Services
Connecticut
$806K +$2.67K +26 +0.3%
BPA
517
Beacon Pointe Advisors
California
$801K +$66.2K +645 +9%
AIC
518
Archer Investment Corporation
Indiana
$800K
FIA
519
Foundations Investment Advisors
Arizona
$798K -$486K -4,737 -38%
MMA
520
Miracle Mile Advisors
California
$794K +$20.2K +197 +3%
IBOK
521
Independence Bank of Kentucky
Kentucky
$792K
BCA
522
Bay Colony Advisors
Massachusetts
$778K -$8.51K -83 -1%
CFO
523
Callan Family Office
Pennsylvania
$777K +$777K +7,575 New
CAG
524
Csenge Advisory Group
Florida
$774K +$9.87K +100 +1%
PCIA
525
Prime Capital Investment Advisors
Kansas
$770K -$336K -3,272 -30%