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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
JCM
701
Jacobi Capital Management
Pennsylvania
$334K
AMG
702
Advisors Management Group
Wisconsin
$334K
MWM
703
Mission Wealth Management
California
$332K
SFG
704
Sovereign Financial Group
Connecticut
$330K
SFS
705
Sowell Financial Services
Arkansas
$330K
BIG
706
Brooklyn Investment Group
New York
$329K
EGA
707
E&G Advisors
Texas
$328K
CFG
708
Cooper Financial Group
California
$324K
TIAA Trust, National Association
709
TIAA Trust, National Association
North Carolina
$323K
CAMG
710
CWA Asset Management Group
Florida
$322K
RZH
711
Relyea Zuckerberg Hanson
Connecticut
$322K
KWS
712
Keystone Wealth Services
California
$321K
FFO
713
Fortitude Family Office
Arizona
$320K
SWM
714
SeaCrest Wealth Management
New York
$319K
AIS
715
American Investment Services
Massachusetts
$318K
FCM
716
Fortis Capital Management
Washington
$317K
CAG
717
Crestwood Advisors Group
Massachusetts
$313K
CYG
718
Clean Yield Group
Vermont
$310K
EC
719
EntryPoint Capital
New York
$308K
API
720
Asset Planning Inc
California
$308K
OBWG
721
Onyx Bridge Wealth Group
New York
$307K
IAS
722
IMA Advisory Services
Colorado
$306K
TPWA
723
TRUE Private Wealth Advisors
Oregon
$305K
IA
724
Integrity Alliance
Iowa
$302K
MPM
725
MBB Public Markets
Illinois
$301K