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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
EC
726
EntryPoint Capital
New York
$308K
API
727
Asset Planning Inc
California
$308K
OBWG
728
Onyx Bridge Wealth Group
New York
$307K
IAS
729
IMA Advisory Services
Colorado
$306K
TPWA
730
TRUE Private Wealth Advisors
Oregon
$305K
IA
731
Integrity Alliance
Iowa
$302K
MPM
732
MBB Public Markets
Illinois
$301K
COCM
733
Charter Oak Capital Management
New Hampshire
$301K
LSIA
734
LaSalle St. Investment Advisors
Illinois
$300K
PPWP
735
Premier Path Wealth Partners
New Jersey
$296K
CI
736
Cigna Investments
Connecticut
$296K
PIA
737
Perennial Investment Advisors
California
$294K
CW
738
CreativeOne Wealth
Kansas
$291K
FTWA
739
Fifth Third Wealth Advisors
Ohio
$290K
BFA
740
Beaumont Financial Advisors
Massachusetts
$290K
WT
741
Whittier Trust
California
$289K
JPG
742
Jordan Park Group
California
$288K
IC
743
Iconiq Capital
California
$286K
AIP
744
Ameritas Investment Partners
Nebraska
$286K
DWM
745
Destination Wealth Management
California
$286K
WPC
746
Wedmont Private Capital
Pennsylvania
$285K
CIC
747
Carnegie Investment Counsel
Ohio
$285K
SAM
748
Seelaus Asset Management
New Jersey
$285K
NAM
749
NorthCrest Asset Manangement
Minnesota
$285K
SCM
750
Stevens Capital Management
Pennsylvania
$284K