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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 %
GCP
676
GSA Capital Partners
United Kingdom
$364K +$364K +3,548 New
AA
677
Aire Advisors
California
$363K +$3.39K +33 +0.9%
PWM
678
Palacios Wealth Management
Florida
$362K
PAM
679
Panagora Asset Management
Massachusetts
$361K -$181K -1,765 -33%
JF
680
Jump Financial
Illinois
$361K -$30.5M -297,698 -99%
PTC
681
Philadelphia Trust Company
Pennsylvania
$359K
LRIC
682
Long Road Investment Counsel
Michigan
$359K
LIG
683
Lokken Investment Group
Delaware
$357K
NI
684
Natural Investments
California
$356K +$2.46K +24 +0.7%
CBA
685
Coastal Bridge Advisors
Connecticut
$354K +$30.3K +295 +9%
DT
686
Diversified Trust
Tennessee
$354K +$354K +3,452 New
WA
687
Wambolt & Associates
Colorado
$351K -$54.1K -541 -13%
EWM
688
Empirical Wealth Management
Washington
$349K +$349K +3,405 New
PWM
689
Perigon Wealth Management
California
$349K -$33.6K -328 -9%
PA
690
Parallel Advisors
California
$348K -$36.4K -355 -9%
RIS
691
Retirement Income Solutions
Michigan
$344K
AWM
692
Aprio Wealth Management
Georgia
$344K +$344K +3,350 New
SEP
693
Southland Equity Partners
Missouri
$342K -$6.67K -65 -2%
DAS
694
Dynamic Advisor Solutions
Arizona
$340K +$24.7K +241 +8%
FM
695
Foster & Motley
Ohio
$340K -$5.84K -57 -2%
RIS
696
Richmond Investment Services
Wisconsin
$338K +$338K +3,299 New
ECM
697
Evergreen Capital Management
Washington
$338K -$2.57K -25 -0.8%
CS
698
Capital Square
Tennessee
$336K +$88.7K +905 +36%
JCM
699
Jacobi Capital Management
Pennsylvania
$334K +$12.2K +119 +4%
AMG
700
Advisors Management Group
Wisconsin
$334K -$5.12K -50 -2%