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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
LCM
576
Laurion Capital Management
New York
$609K
SSWM
577
Sheets Smith Wealth Management
North Carolina
$606K
KFA
578
Kapstone Financial Advisors
Ohio
$594K
EE
579
EWG Elevate
California
$587K
ST
580
Somerset Trust
Pennsylvania
$587K
HNB
581
Huntington National Bank
Ohio
$586K
PFA
582
Pinnacle Family Advisors
Missouri
$573K
WT
583
Washington Trust
Rhode Island
$573K
GSIAS
584
Garden State Investment Advisory Services
New Jersey
$572K
BBHC
585
Brown Brothers Harriman & Co
New York
$564K
GI
586
GAMMA Investing
California
$562K
CIA
587
Concurrent Investment Advisors
Florida
$560K
AAIS
588
ABN AMRO Investment Solutions
$559K
FFA
589
Farther Finance Advisors
California
$552K
ECM
590
Estabrook Capital Management
New York
$547K
ASC
591
Atalanta Sosnoff Capital
New York
$547K
CCIA
592
Campbell & Co Investment Adviser
Maryland
$543K
FMP
593
Financial Management Professionals
Texas
$542K
NP
594
NorthRock Partners
Minnesota
$541K
SAM
595
Smith Asset Management
Florida
$535K
VR
596
Valued Retirements
Texas
$532K
GFM
597
GF Fund Management
China
$531K
TYCC
598
Texas Yale Capital Corp
Florida
$529K
AWA
599
Arete Wealth Advisors
Illinois
$528K
SWP
600
Stratos Wealth Partners
Ohio
$527K