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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
OAM
601
Ostrum Asset Management
France
$523K
CPIG
602
Chicago Partners Investment Group
Illinois
$522K
KWM
603
Kingsview Wealth Management
Oregon
$520K
Fisher Asset Management
604
Fisher Asset Management
Washington
$520K
PIM
605
Penobscot Investment Management
Massachusetts
$517K
LW
606
Linscomb Wealth
Texas
$515K
NAMNJ
607
NorthStar Asset Management (New Jersey)
New Jersey
$514K
Koshinski Asset Management
608
Koshinski Asset Management
Illinois
$514K
PWP
609
Perfromance Wealth Partners
Illinois
$514K
FCP
610
Fidelis Capital Partners
Florida
$513K
HI
611
Horizon Investments
North Carolina
$508K
CPCPP
612
Canada Post Corporation Pension Plan
Canada
$501K
CRC
613
Curi RMB Capital
Illinois
$500K
AAM
614
Augustine Asset Management
Florida
$497K
WWG
615
West Wealth Group
California
$495K
HW
616
Hancock Whitney
Mississippi
$495K
ACA
617
Atlas Capital Advisors
Wyoming
$495K
RMDI
618
R.M. Davis Inc
Maine
$494K
CAS
619
CTC Alternative Strategies
Illinois
$492K
MOS
620
MGO One Seven
Ohio
$491K
CG
621
Cynosure Group
Utah
$482K
HNWAG
622
High Net Worth Advisory Group
Florida
$481K
PFG
623
Putney Financial Group
California
$476K
VAS
624
Vestmark Advisory Solutions
Massachusetts
$476K
CFM
625
Catalyst Funds Management
Australia
$476K