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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 %
HNB
576
Huntington National Bank
Ohio
$586K +$133K +1,298 +29%
PFA
577
Pinnacle Family Advisors
Missouri
$573K +$1.33K +13 +0.2%
WT
578
Washington Trust
Rhode Island
$573K
GSIAS
579
Garden State Investment Advisory Services
New Jersey
$572K -$2.27K -22 -0.4%
BBHC
580
Brown Brothers Harriman & Co
New York
$564K +$52.8K +515 +10%
GI
581
GAMMA Investing
California
$562K +$154K +1,504 +38%
CIA
582
Concurrent Investment Advisors
Florida
$560K -$48.9K -477 -8%
AAIS
583
ABN AMRO Investment Solutions
$559K +$63.3K +617 +13%
FFA
584
Farther Finance Advisors
California
$552K +$62.5K +609 +13%
ECM
585
Estabrook Capital Management
New York
$547K
ASC
586
Atalanta Sosnoff Capital
New York
$547K -$41.7K -407 -7%
CCIA
587
Campbell & Co Investment Adviser
Maryland
$543K +$543K +5,297 New
FMP
588
Financial Management Professionals
Texas
$542K -$34.5K -334 -6%
NP
589
NorthRock Partners
Minnesota
$541K +$17.4K +169 +3%
VR
590
Valued Retirements
Texas
$532K
GFM
591
GF Fund Management
China
$531K -$38.7K -377 -7%
TYCC
592
Texas Yale Capital Corp
Florida
$529K
AWA
593
Arete Wealth Advisors
Illinois
$528K -$51.8K -505 -9%
SWP
594
Stratos Wealth Partners
Ohio
$527K +$188K +1,828 +55%
OAM
595
Ostrum Asset Management
France
$523K -$15K -146 -3%
CPIG
596
Chicago Partners Investment Group
Illinois
$522K +$153K +1,537 +41%
KWM
597
Kingsview Wealth Management
Oregon
$520K -$19.6K -191 -4%
Fisher Asset Management
598
Fisher Asset Management
Washington
$520K -$112K -1,092 -18%
PIM
599
Penobscot Investment Management
Massachusetts
$517K +$517K +5,040 New
LW
600
Linscomb Wealth
Texas
$515K -$1.33K -13 -0.3%