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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
PIM
601
Penobscot Investment Management
Massachusetts
$517K
LW
602
Linscomb Wealth
Texas
$515K
NAMNJ
603
NorthStar Asset Management (New Jersey)
New Jersey
$514K
Koshinski Asset Management
604
Koshinski Asset Management
Illinois
$514K
PWP
605
Perfromance Wealth Partners
Illinois
$514K
FCP
606
Fidelis Capital Partners
Florida
$513K
HI
607
Horizon Investments
North Carolina
$508K
CPCPP
608
Canada Post Corporation Pension Plan
Canada
$501K
CRC
609
Curi RMB Capital
Illinois
$500K
AAM
610
Augustine Asset Management
Florida
$497K
WWG
611
West Wealth Group
California
$495K
HW
612
Hancock Whitney
Mississippi
$495K
ACA
613
Atlas Capital Advisors
Wyoming
$495K
RMDI
614
R.M. Davis Inc
Maine
$494K
CAS
615
CTC Alternative Strategies
Illinois
$492K
MOS
616
MGO One Seven
Ohio
$491K
CG
617
Cynosure Group
Utah
$482K
HNWAG
618
High Net Worth Advisory Group
Florida
$481K
PFG
619
Putney Financial Group
California
$476K
VAS
620
Vestmark Advisory Solutions
Massachusetts
$476K
CFM
621
Catalyst Funds Management
Australia
$476K
SAM
622
Secure Asset Management
Michigan
$476K
HH
623
Hilltop Holdings
Texas
$468K
NS
624
NBC Securities
Alabama
$465K
AIM
625
Aspen Investment Management
Michigan
$465K