IRM icon

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
Fayez Sarofim & Co
676
Fayez Sarofim & Co
Texas
$373K
SB
677
Strategic Blueprint
Georgia
$372K
GCP
678
GSA Capital Partners
United Kingdom
$364K
AA
679
Aire Advisors
California
$363K
PWM
680
Palacios Wealth Management
Florida
$362K
PAM
681
Panagora Asset Management
Massachusetts
$361K
JF
682
Jump Financial
Illinois
$361K
PTC
683
Philadelphia Trust Company
Pennsylvania
$359K
LRIC
684
Long Road Investment Counsel
Michigan
$359K
LIG
685
Lokken Investment Group
Delaware
$357K
NI
686
Natural Investments
California
$356K
CBA
687
Coastal Bridge Advisors
Connecticut
$354K
DT
688
Diversified Trust
Tennessee
$354K
WA
689
Wambolt & Associates
Colorado
$351K
EWM
690
Empirical Wealth Management
Washington
$349K
PWM
691
Perigon Wealth Management
California
$349K
PA
692
Parallel Advisors
California
$348K
RIS
693
Retirement Income Solutions
Michigan
$344K
AWM
694
Aprio Wealth Management
Georgia
$344K
SEP
695
Southland Equity Partners
Missouri
$342K
DAS
696
Dynamic Advisor Solutions
Arizona
$340K
FM
697
Foster & Motley
Ohio
$340K
RIS
698
Richmond Investment Services
Wisconsin
$338K
ECM
699
Evergreen Capital Management
Washington
$338K
CS
700
Capital Square
Tennessee
$336K