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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
MAS
676
Meeder Advisory Services
Ohio
$381K
SC
677
SummitTX Capital
Texas
$380K
RWB
678
RMR Wealth Builders
New Jersey
$377K
CTC
679
Cetera Trust Company
Minnesota
$375K
SI
680
Severin Investments
Missouri
$374K
PCG
681
Prosperity Consulting Group
Maryland
$374K
Fayez Sarofim & Co
682
Fayez Sarofim & Co
Texas
$373K
SB
683
Strategic Blueprint
Georgia
$372K
BRWM
684
Blue Rock Wealth Management
North Carolina
$369K
GCP
685
GSA Capital Partners
United Kingdom
$364K
AA
686
Aire Advisors
California
$363K
PWM
687
Palacios Wealth Management
Florida
$362K
PAM
688
Panagora Asset Management
Massachusetts
$361K
JF
689
Jump Financial
Illinois
$361K
PTC
690
Philadelphia Trust Company
Pennsylvania
$359K
LRIC
691
Long Road Investment Counsel
Michigan
$359K
LIG
692
Lokken Investment Group
Delaware
$357K
NI
693
Natural Investments
California
$356K
CBA
694
Coastal Bridge Advisors
Connecticut
$354K
DT
695
Diversified Trust
Tennessee
$354K
WA
696
Wambolt & Associates
Colorado
$351K
EWM
697
Empirical Wealth Management
Washington
$349K
PWM
698
Perigon Wealth Management
California
$349K
PA
699
Parallel Advisors
California
$348K
RIS
700
Retirement Income Solutions
Michigan
$344K