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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
RSF
501
Rik Saylor Financial
Ohio
$845K
SW
502
SVB Wealth
Massachusetts
$843K
WS
503
Wedbush Securities
California
$839K
DS
504
DRW Securities
Illinois
$837K
Envestnet Portfolio Solutions
505
Envestnet Portfolio Solutions
Illinois
$835K
GT
506
Greenleaf Trust
Michigan
$835K
MC
507
Mathes Company
New York
$826K
IAN
508
Integrated Advisors Network
Texas
$822K
RCM
509
RNC Capital Management
California
$821K
AM
510
AGF Management
Ontario, Canada
$819K
QC
511
Quantessence Capital
New York
$818K
BCI
512
Brinker Capital Investments
Pennsylvania
$817K
PCM
513
Princeton Capital Management
New Jersey
$815K
B
514
Bailard
California
$815K
FFO
515
Fiduciary Family Office
Florida
$814K
Squarepoint
516
Squarepoint
New York
$814K
KRSITF
517
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$812K
EFS
518
Essex Financial Services
Connecticut
$806K
BPA
519
Beacon Pointe Advisors
California
$801K
AIC
520
Archer Investment Corporation
Indiana
$800K
FIA
521
Foundations Investment Advisors
Arizona
$798K
MMA
522
Miracle Mile Advisors
California
$794K
IBOK
523
Independence Bank of Kentucky
Kentucky
$792K
BCA
524
Bay Colony Advisors
Massachusetts
$778K
CFO
525
Callan Family Office
Pennsylvania
$777K