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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 %
MWM
701
Mission Wealth Management
California
$332K -$20.6K -201 -6%
SFG
702
Sovereign Financial Group
Connecticut
$330K +$7.9K +77 +2%
SFS
703
Sowell Financial Services
Arkansas
$330K -$9.85K -96 -3%
BIG
704
Brooklyn Investment Group
New York
$329K +$25.5K +249 +8%
EGA
705
E&G Advisors
Texas
$328K -$30.8K -300 -9%
CFG
706
Cooper Financial Group
California
$324K +$11.6K +113 +4%
TIAA Trust, National Association
707
TIAA Trust, National Association
North Carolina
$323K +$323K +3,145 New
CAMG
708
CWA Asset Management Group
Florida
$322K -$52K -507 -14%
RZH
709
Relyea Zuckerberg Hanson
Connecticut
$322K +$21.3K +208 +7%
KWS
710
Keystone Wealth Services
California
$321K
FFO
711
Fortitude Family Office
Arizona
$320K -$153K -1,491 -32%
SWM
712
SeaCrest Wealth Management
New York
$319K -$17.3K -169 -5%
AIS
713
American Investment Services
Massachusetts
$318K
FCM
714
Fortis Capital Management
Washington
$317K +$410 +4 +0.1%
CAG
715
Crestwood Advisors Group
Massachusetts
$313K +$17.5K +171 +6%
CYG
716
Clean Yield Group
Vermont
$310K
EC
717
EntryPoint Capital
New York
$308K -$236K -2,304 -43%
API
718
Asset Planning Inc
California
$308K
OBWG
719
Onyx Bridge Wealth Group
New York
$307K -$54.8K -534 -15%
IAS
720
IMA Advisory Services
Colorado
$306K +$310 +3 +0.1%
TPWA
721
TRUE Private Wealth Advisors
Oregon
$305K +$11K +107 +4%
IA
722
Integrity Alliance
Iowa
$302K -$371K -3,614 -55%
MPM
723
MBB Public Markets
Illinois
$301K -$68.4K -667 -19%
COCM
724
Charter Oak Capital Management
New Hampshire
$301K
LSIA
725
LaSalle St. Investment Advisors
Illinois
$300K