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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
AWM
701
Aprio Wealth Management
Georgia
$344K
SEP
702
Southland Equity Partners
Missouri
$342K
DAS
703
Dynamic Advisor Solutions
Arizona
$340K
FM
704
Foster & Motley
Ohio
$340K
RIS
705
Richmond Investment Services
Wisconsin
$338K
ECM
706
Evergreen Capital Management
Washington
$338K
CS
707
Capital Square
Tennessee
$336K
JCM
708
Jacobi Capital Management
Pennsylvania
$334K
AMG
709
Advisors Management Group
Wisconsin
$334K
MWM
710
Mission Wealth Management
California
$332K
SFG
711
Sovereign Financial Group
Connecticut
$330K
SFS
712
Sowell Financial Services
Arkansas
$330K
BIG
713
Brooklyn Investment Group
New York
$329K
EGA
714
E&G Advisors
Texas
$328K
CFG
715
Cooper Financial Group
California
$324K
TIAA Trust, National Association
716
TIAA Trust, National Association
North Carolina
$323K
CAMG
717
CWA Asset Management Group
Florida
$322K
RZH
718
Relyea Zuckerberg Hanson
Connecticut
$322K
KWS
719
Keystone Wealth Services
California
$321K
FFO
720
Fortitude Family Office
Arizona
$320K
SWM
721
SeaCrest Wealth Management
New York
$319K
AIS
722
American Investment Services
Massachusetts
$318K
FCM
723
Fortis Capital Management
Washington
$317K
CAG
724
Crestwood Advisors Group
Massachusetts
$313K
CYG
725
Clean Yield Group
Vermont
$310K