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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
IBOK
526
Independence Bank of Kentucky
Kentucky
$792K
BCA
527
Bay Colony Advisors
Massachusetts
$778K
CFO
528
Callan Family Office
Pennsylvania
$777K
CAG
529
Csenge Advisory Group
Florida
$774K
PCIA
530
Prime Capital Investment Advisors
Kansas
$770K
MWM
531
Mindset Wealth Management
Indiana
$769K
ACA
532
Aptus Capital Advisors
Alabama
$764K
MPWT
533
MassMutual Private Wealth & Trust
Connecticut
$763K
EH
534
Equitable Holdings
New York
$761K
CCM
535
Coldstream Capital Management
Washington
$757K
OWA
536
Outlook Wealth Advisors
Texas
$743K
BPWM
537
Badgley Phelps Wealth Managers
Washington
$743K
IMCOOI
538
Investment Management Corp of Ontario (IMCO)
Canada
$738K
GAG
539
GM Advisory Group
New York
$736K
TGAM
540
TBH Global Asset Management
Tennessee
$734K
MP
541
Mangrove Partners
Connecticut
$727K
TPA
542
Trivium Point Advisory
Connecticut
$723K
S
543
SignatureFD
Georgia
$723K
WSFS
544
Wilmington Savings Fund Society
Delaware
$722K
FG
545
Fiduciary Group
Georgia
$718K
EF
546
Empowered Funds
Pennsylvania
$707K
BP
547
Ballentine Partners
Massachusetts
$707K
TPCW
548
TD Private Client Wealth
New York
$705K
USCWA
549
U.S. Capital Wealth Advisors
Texas
$704K
AG
550
Ascent Group
Virginia
$697K