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Iron Mountain

1,029 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, 353 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: 353

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,029
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
CS
701
Capital Square
Tennessee
$336K
JCM
702
Jacobi Capital Management
Pennsylvania
$334K
AMG
703
Advisors Management Group
Wisconsin
$334K
MWM
704
Mission Wealth Management
California
$332K
SFG
705
Sovereign Financial Group
Connecticut
$330K
SFS
706
Sowell Financial Services
Arkansas
$330K
BIG
707
Brooklyn Investment Group
New York
$329K
EGA
708
E&G Advisors
Texas
$328K
CFG
709
Cooper Financial Group
California
$324K
TIAA Trust, National Association
710
TIAA Trust, National Association
North Carolina
$323K
CAMG
711
CWA Asset Management Group
Florida
$322K
RZH
712
Relyea Zuckerberg Hanson
Connecticut
$322K
KWS
713
Keystone Wealth Services
California
$321K
FFO
714
Fortitude Family Office
Arizona
$320K
SWM
715
SeaCrest Wealth Management
New York
$319K
AIS
716
American Investment Services
Massachusetts
$318K
FCM
717
Fortis Capital Management
Washington
$317K
CAG
718
Crestwood Advisors Group
Massachusetts
$313K
CYG
719
Clean Yield Group
Vermont
$310K
EC
720
EntryPoint Capital
New York
$308K
API
721
Asset Planning Inc
California
$308K
OBWG
722
Onyx Bridge Wealth Group
New York
$307K
IAS
723
IMA Advisory Services
Colorado
$306K
TPWA
724
TRUE Private Wealth Advisors
Oregon
$305K
IA
725
Integrity Alliance
Iowa
$302K