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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
CAG
526
Csenge Advisory Group
Florida
$774K
PCIA
527
Prime Capital Investment Advisors
Kansas
$770K
MWM
528
Mindset Wealth Management
Indiana
$769K
ACA
529
Aptus Capital Advisors
Alabama
$764K
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$763K
EH
531
Equitable Holdings
New York
$761K
CCM
532
Coldstream Capital Management
Washington
$757K
OWA
533
Outlook Wealth Advisors
Texas
$743K
BPWM
534
Badgley Phelps Wealth Managers
Washington
$743K
IMCOOI
535
Investment Management Corp of Ontario (IMCO)
Canada
$738K
GAG
536
GM Advisory Group
New York
$736K
TGAM
537
TBH Global Asset Management
Tennessee
$734K
MP
538
Mangrove Partners
Connecticut
$727K
TPA
539
Trivium Point Advisory
Connecticut
$723K
S
540
SignatureFD
Georgia
$723K
WSFS
541
Wilmington Savings Fund Society
Delaware
$722K
FG
542
Fiduciary Group
Georgia
$718K
EF
543
Empowered Funds
Pennsylvania
$707K
BP
544
Ballentine Partners
Massachusetts
$707K
TPCW
545
TD Private Client Wealth
New York
$705K
USCWA
546
U.S. Capital Wealth Advisors
Texas
$704K
AG
547
Ascent Group
Virginia
$697K
LCM
548
Landscape Capital Management
New Jersey
$692K
SFI
549
Susquehanna Fundamental Investments
Pennsylvania
$691K
VCA
550
Verdence Capital Advisors
Maryland
$689K