IRM icon

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
SAM
626
Secure Asset Management
Michigan
$476K
HH
627
Hilltop Holdings
Texas
$468K
NS
628
NBC Securities
Alabama
$465K
AIM
629
Aspen Investment Management
Michigan
$465K
WG
630
Welch Group
Alabama
$465K
ESB
631
Essex Savings Bank
Connecticut
$461K
PFS
632
Prospera Financial Services
Texas
$461K
MBTD
633
Mechanics Bank - Trust Department
California
$460K
TFA
634
Teamwork Financial Advisors
Texas
$459K
ACM
635
Advisors Capital Management
New Jersey
$454K
QIM
636
Quest Investment Management
Oregon
$453K
AI
637
Atria Investments
North Carolina
$452K
AIA
638
Armor Investment Advisors
North Carolina
$447K
AWM
639
Ameliora Wealth Management
Switzerland
$446K
AAG
640
Armstrong Advisory Group
Massachusetts
$445K
PA
641
Profund Advisors
Maryland
$444K
SWM
642
Sculati Wealth Management
Michigan
$443K
GVAG
643
Great Valley Advisor Group
Delaware
$440K
WCM
644
WealthBridge Capital Management
Ohio
$439K
BWM
645
BCO Wealth Management
New Mexico
$438K
FIM
646
Freedom Investment Management
Connecticut
$438K
BHPW
647
Beverly Hills Private Wealth
California
$437K
Kovitz Investment Group Partners
648
Kovitz Investment Group Partners
Illinois
$437K
SI
649
Stephens Inc
Arkansas
$430K
PWMG
650
Prestige Wealth Management Group
New Jersey
$428K