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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 %
MWM
526
Mindset Wealth Management
Indiana
$769K -$16.8K -164 -2%
ACA
527
Aptus Capital Advisors
Alabama
$764K -$30.6K -298 -4%
MPWT
528
MassMutual Private Wealth & Trust
Connecticut
$763K +$36.5K +356 +5%
EH
529
Equitable Holdings
New York
$761K -$18.3K -178 -2%
CCM
530
Coldstream Capital Management
Washington
$757K +$29K +283 +4%
OWA
531
Outlook Wealth Advisors
Texas
$743K -$3.49K -34 -0.5%
BPWM
532
Badgley Phelps Wealth Managers
Washington
$743K -$2.56K -25 -0.3%
IMCOOI
533
Investment Management Corp of Ontario (IMCO)
Canada
$738K -$113K -1,100 -13%
GAG
534
GM Advisory Group
New York
$736K -$12.5K -122 -2%
TGAM
535
TBH Global Asset Management
Tennessee
$734K -$36.4K -355 -5%
MP
536
Mangrove Partners
Connecticut
$727K +$727K +7,088 New
TPA
537
Trivium Point Advisory
Connecticut
$723K +$723K +7,048 New
S
538
SignatureFD
Georgia
$723K +$84.3K +822 +13%
WSFS
539
Wilmington Savings Fund Society
Delaware
$722K
FG
540
Fiduciary Group
Georgia
$718K
EF
541
Empowered Funds
Pennsylvania
$707K +$119K +1,161 +20%
BP
542
Ballentine Partners
Massachusetts
$707K +$154K +1,501 +28%
TPCW
543
TD Private Client Wealth
New York
$705K +$89.1K +869 +14%
USCWA
544
U.S. Capital Wealth Advisors
Texas
$704K -$10.8M -105,238 -94%
AG
545
Ascent Group
Virginia
$697K +$697K +6,795 New
LCM
546
Landscape Capital Management
New Jersey
$692K +$692K +6,742 New
SFI
547
Susquehanna Fundamental Investments
Pennsylvania
$691K -$2.2M -21,470 -76%
VCA
548
Verdence Capital Advisors
Maryland
$689K +$3.49K +34 +0.5%
BBVA
549
Banco Bilbao Vizcaya Argentaria
Spain
$688K -$77.6K -757 -10%
Alyeska Investment Group
550
Alyeska Investment Group
Illinois
$686K -$17.4M -169,895 -96%