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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 %
DEM
651
Disciplined Equity Management
Florida
$419K
SWM
652
SFG Wealth Management
Maryland
$417K -$26.6K -259 -6%
BRWA
653
B. Riley Wealth Advisors
Florida
$416K +$416K +4,060 New
CWG
654
Cornerstone Wealth Group
North Carolina
$416K +$15.1K +147 +4%
S
655
Sachetta
Massachusetts
$415K +$2.67K +26 +0.6%
CC
656
Centiva Capital
New York
$413K -$3.67M -35,751 -90%
AWP
657
Axis Wealth Partners
Rhode Island
$413K +$513 +5 +0.1%
AGA
658
Accuvest Global Advisors
Utah
$410K -$79.5K -776 -16%
SIA
659
Strategic Investment Advisors
Michigan
$407K -$188K -1,852 -32%
GS
660
GTS Securities
New York
$402K +$402K +3,915 New
BWL
661
Bogart Wealth LLC
Virginia
$401K
IA
662
IFP Advisors
Florida
$396K +$81.8K +728 +26%
PNC
663
Park National Corp
Ohio
$394K
SPC
664
Sigma Planning Corp
Michigan
$393K -$31.9K -311 -8%
LWA
665
Ledgewood Wealth Advisors
New Hampshire
$390K
NAM
666
Nexpoint Asset Management
Texas
$390K
CBB
667
Citizens Business Bank
California
$390K
CWG
668
Crown Wealth Group
North Carolina
$388K -$1.95K -19 -0.5%
MAS
669
Meeder Advisory Services
Ohio
$381K +$49.3K +481 +15%
SC
670
SummitTX Capital
Texas
$380K +$380K +3,700 New
RWB
671
RMR Wealth Builders
New Jersey
$377K
CTC
672
Cetera Trust Company
Minnesota
$375K +$3.59K +35 +1%
PCG
673
Prosperity Consulting Group
Maryland
$374K +$374K +3,645 New
Fayez Sarofim & Co
674
Fayez Sarofim & Co
Texas
$373K -$70.2K -684 -16%
SB
675
Strategic Blueprint
Georgia
$372K +$3.18K +31 +0.9%