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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 %
PPWP
726
Premier Path Wealth Partners
New Jersey
$296K +$9.95K +97 +3%
CI
727
Cigna Investments
Connecticut
$296K -$4.82K -47 -2%
PIA
728
Perennial Investment Advisors
California
$294K +$2.98K +29 +1%
CW
729
CreativeOne Wealth
Kansas
$291K -$29.3K -286 -9%
FTWA
730
Fifth Third Wealth Advisors
Ohio
$290K -$18.7K -182 -6%
BFA
731
Beaumont Financial Advisors
Massachusetts
$290K -$39.7K -387 -12%
WT
732
Whittier Trust
California
$289K -$45.6K -445 -14%
JPG
733
Jordan Park Group
California
$288K
IC
734
Iconiq Capital
California
$286K +$286K +2,792 New
AIP
735
Ameritas Investment Partners
Nebraska
$286K -$7.59K -74 -3%
DWM
736
Destination Wealth Management
California
$286K -$88.4K -862 -24%
WPC
737
Wedmont Private Capital
Pennsylvania
$285K +$5.76K +58 +2%
CIC
738
Carnegie Investment Counsel
Ohio
$285K
SAM
739
Seelaus Asset Management
New Jersey
$285K
NAM
740
NorthCrest Asset Manangement
Minnesota
$285K +$285K +2,826 New
SCM
741
Stevens Capital Management
Pennsylvania
$284K +$284K +2,769 New
DWP
742
Daymark Wealth Partners
Ohio
$284K +$13.8K +135 +5%
HCM
743
Howland Capital Management
Massachusetts
$281K
SC
744
Syon Capital
California
$281K +$281K +2,736 New
JIP
745
Jaffetilchin Investment Partners
Florida
$279K
XT
746
XTX Topco
Cayman Islands
$277K +$277K +2,702 New
SAI
747
Savvy Advisors Inc
New York
$277K +$3.39K +33 +1%
AMBIA
748
Allen Mooney & Barnes Investment Advisors
Georgia
$277K +$205 +2 +0.1%
RWPA
749
Richard W. Paul & Associates
Michigan
$277K -$76.1K -742 -22%
IHL
750
Investment House LLC
California
$277K