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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
CWM
651
Cornerstone Wealth Management
Missouri
$423K
Fidelity International
652
Fidelity International
Bermuda
$422K
DEM
653
Disciplined Equity Management
Florida
$419K
SWM
654
SFG Wealth Management
Maryland
$417K
BRWA
655
B. Riley Wealth Advisors
Florida
$416K
CWG
656
Cornerstone Wealth Group
North Carolina
$416K
S
657
Sachetta
Massachusetts
$415K
CC
658
Centiva Capital
New York
$413K
AWP
659
Axis Wealth Partners
Rhode Island
$413K
AGA
660
Accuvest Global Advisors
Utah
$410K
SIA
661
Strategic Investment Advisors
Michigan
$407K
GS
662
GTS Securities
New York
$402K
BWL
663
Bogart Wealth LLC
Virginia
$401K
IA
664
IFP Advisors
Florida
$396K
PNC
665
Park National Corp
Ohio
$394K
SPC
666
Sigma Planning Corp
Michigan
$393K
LWA
667
Ledgewood Wealth Advisors
New Hampshire
$390K
CBB
668
Citizens Business Bank
California
$390K
NAM
669
Nexpoint Asset Management
Texas
$390K
CWG
670
Crown Wealth Group
North Carolina
$388K
MAS
671
Meeder Advisory Services
Ohio
$381K
SC
672
SummitTX Capital
Texas
$380K
RWB
673
RMR Wealth Builders
New Jersey
$377K
CTC
674
Cetera Trust Company
Minnesota
$375K
PCG
675
Prosperity Consulting Group
Maryland
$374K