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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
EE
576
EWG Elevate
California
$587K
ST
577
Somerset Trust
Pennsylvania
$587K
HNB
578
Huntington National Bank
Ohio
$586K
PFA
579
Pinnacle Family Advisors
Missouri
$573K
WT
580
Washington Trust
Rhode Island
$573K
GSIAS
581
Garden State Investment Advisory Services
New Jersey
$572K
BBHC
582
Brown Brothers Harriman & Co
New York
$564K
GI
583
GAMMA Investing
California
$562K
CIA
584
Concurrent Investment Advisors
Florida
$560K
AAIS
585
ABN AMRO Investment Solutions
$559K
FFA
586
Farther Finance Advisors
California
$552K
ECM
587
Estabrook Capital Management
New York
$547K
ASC
588
Atalanta Sosnoff Capital
New York
$547K
CCIA
589
Campbell & Co Investment Adviser
Maryland
$543K
FMP
590
Financial Management Professionals
Texas
$542K
NP
591
NorthRock Partners
Minnesota
$541K
VR
592
Valued Retirements
Texas
$532K
GFM
593
GF Fund Management
China
$531K
TYCC
594
Texas Yale Capital Corp
Florida
$529K
AWA
595
Arete Wealth Advisors
Illinois
$528K
SWP
596
Stratos Wealth Partners
Ohio
$527K
OAM
597
Ostrum Asset Management
France
$523K
CPIG
598
Chicago Partners Investment Group
Illinois
$522K
KWM
599
Kingsview Wealth Management
Oregon
$520K
Fisher Asset Management
600
Fisher Asset Management
Washington
$520K