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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 %
PFS
626
Prospera Financial Services
Texas
$461K -$4.51K -44 -1%
MBTD
627
Mechanics Bank - Trust Department
California
$460K +$108K +1,055 +31%
TFA
628
Teamwork Financial Advisors
Texas
$459K +$1.23K +12 +0.3%
ACM
629
Advisors Capital Management
New Jersey
$454K -$19K -185 -4%
QIM
630
Quest Investment Management
Oregon
$453K +$453K +4,414 New
AI
631
Atria Investments
North Carolina
$452K -$58.4K -569 -11%
AIA
632
Armor Investment Advisors
North Carolina
$447K -$2.05K -20 -0.5%
AWM
633
Ameliora Wealth Management
Switzerland
$446K +$103K +1,000 +30%
AAG
634
Armstrong Advisory Group
Massachusetts
$445K
PA
635
Profund Advisors
Maryland
$444K +$31.9K +311 +8%
SWM
636
Sculati Wealth Management
Michigan
$443K
GVAG
637
Great Valley Advisor Group
Delaware
$440K +$98.4K +959 +29%
WCM
638
WealthBridge Capital Management
Ohio
$439K -$417K -4,068 -49%
BWM
639
BCO Wealth Management
New Mexico
$438K
FIM
640
Freedom Investment Management
Connecticut
$438K -$58.2K -567 -12%
BHPW
641
Beverly Hills Private Wealth
California
$437K -$63.8K -622 -13%
Kovitz Investment Group Partners
642
Kovitz Investment Group Partners
Illinois
$437K -$26.3K -256 -6%
SI
643
Stephens Inc
Arkansas
$430K +$308 +3 +0.1%
PWMG
644
Prestige Wealth Management Group
New Jersey
$428K -$9.33K -91 -2%
PA
645
Pinnacle Associates
New York
$428K +$8K +78 +2%
IAIM
646
International Assets Investment Management
Florida
$427K +$38.5K +375 +10%
KCPG
647
Kavar Capital Partners Group
Kansas
$426K
LMKC
648
L.M. Kohn & Company
Ohio
$425K -$2.56K -25 -0.6%
CWM
649
Cornerstone Wealth Management
Missouri
$423K -$29.5K -288 -7%
Fidelity International
650
Fidelity International
Bermuda
$422K -$372K -3,629 -47%