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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 %
NAMNJ
601
NorthStar Asset Management (New Jersey)
New Jersey
$514K
Koshinski Asset Management
602
Koshinski Asset Management
Illinois
$514K +$55.3K +539 +12%
PWP
603
Perfromance Wealth Partners
Illinois
$514K
FCP
604
Fidelis Capital Partners
Florida
$513K +$11.5K +128 +2%
HI
605
Horizon Investments
North Carolina
$508K +$75.4K +735 +17%
CPCPP
606
Canada Post Corporation Pension Plan
Canada
$501K +$501K +4,887 New
CRC
607
Curi RMB Capital
Illinois
$500K +$107K +1,040 +27%
AAM
608
Augustine Asset Management
Florida
$497K -$34K -331 -6%
WWG
609
West Wealth Group
California
$495K
HW
610
Hancock Whitney
Mississippi
$495K -$26.8K -261 -5%
ACA
611
Atlas Capital Advisors
Wyoming
$495K -$346K -3,374 -41%
RMDI
612
R.M. Davis Inc
Maine
$494K -$61.5K -600 -11%
CAS
613
CTC Alternative Strategies
Illinois
$492K +$492K +4,795 New
MOS
614
MGO One Seven
Ohio
$491K +$200K +1,946 +69%
CG
615
Cynosure Group
Utah
$482K +$86.8K +846 +22%
HNWAG
616
High Net Worth Advisory Group
Florida
$481K
PFG
617
Putney Financial Group
California
$476K -$8.82K -86 -2%
VAS
618
Vestmark Advisory Solutions
Massachusetts
$476K +$476K +4,644 New
CFM
619
Catalyst Funds Management
Australia
$476K +$81.5K +795 +21%
SAM
620
Secure Asset Management
Michigan
$476K +$476K +4,641 New
HH
621
Hilltop Holdings
Texas
$468K -$20.7K -202 -4%
NS
622
NBC Securities
Alabama
$465K -$91.6K -893 -16%
AIM
623
Aspen Investment Management
Michigan
$465K +$410 +4 +0.1%
WG
624
Welch Group
Alabama
$465K
ESB
625
Essex Savings Bank
Connecticut
$461K