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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
PA
651
Pinnacle Associates
New York
$428K
IAIM
652
International Assets Investment Management
Florida
$427K
KCPG
653
Kavar Capital Partners Group
Kansas
$426K
LMKC
654
L.M. Kohn & Company
Ohio
$425K
CWM
655
Cornerstone Wealth Management
Missouri
$423K
Fidelity International
656
Fidelity International
Bermuda
$422K
DEM
657
Disciplined Equity Management
Florida
$419K
SWM
658
SFG Wealth Management
Maryland
$417K
BRWA
659
B. Riley Wealth Advisors
Florida
$416K
CWG
660
Cornerstone Wealth Group
North Carolina
$416K
S
661
Sachetta
Massachusetts
$415K
CC
662
Centiva Capital
New York
$413K
AWP
663
Axis Wealth Partners
Rhode Island
$413K
AGA
664
Accuvest Global Advisors
Utah
$410K
SIA
665
Strategic Investment Advisors
Michigan
$407K
GS
666
GTS Securities
New York
$402K
BWL
667
Bogart Wealth LLC
Virginia
$401K
IA
668
IFP Advisors
Florida
$396K
PNC
669
Park National Corp
Ohio
$394K
CAM
670
Cresset Asset Management
Illinois
$393K
SPC
671
Sigma Planning Corp
Michigan
$393K
LWA
672
Ledgewood Wealth Advisors
New Hampshire
$390K
CBB
673
Citizens Business Bank
California
$390K
NAM
674
Nexpoint Asset Management
Texas
$390K
CWG
675
Crown Wealth Group
North Carolina
$388K