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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
WG
626
Welch Group
Alabama
$465K
ESB
627
Essex Savings Bank
Connecticut
$461K
PFS
628
Prospera Financial Services
Texas
$461K
MBTD
629
Mechanics Bank - Trust Department
California
$460K
TFA
630
Teamwork Financial Advisors
Texas
$459K
ACM
631
Advisors Capital Management
New Jersey
$454K
QIM
632
Quest Investment Management
Oregon
$453K
AI
633
Atria Investments
North Carolina
$452K
AIA
634
Armor Investment Advisors
North Carolina
$447K
AWM
635
Ameliora Wealth Management
Switzerland
$446K
AAG
636
Armstrong Advisory Group
Massachusetts
$445K
PA
637
Profund Advisors
Maryland
$444K
SWM
638
Sculati Wealth Management
Michigan
$443K
GVAG
639
Great Valley Advisor Group
Delaware
$440K
WCM
640
WealthBridge Capital Management
Ohio
$439K
BWM
641
BCO Wealth Management
New Mexico
$438K
FIM
642
Freedom Investment Management
Connecticut
$438K
BHPW
643
Beverly Hills Private Wealth
California
$437K
Kovitz Investment Group Partners
644
Kovitz Investment Group Partners
Illinois
$437K
SI
645
Stephens Inc
Arkansas
$430K
PWMG
646
Prestige Wealth Management Group
New Jersey
$428K
PA
647
Pinnacle Associates
New York
$428K
IAIM
648
International Assets Investment Management
Florida
$427K
KCPG
649
Kavar Capital Partners Group
Kansas
$426K
LMKC
650
L.M. Kohn & Company
Ohio
$425K