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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
COCM
726
Charter Oak Capital Management
New Hampshire
$301K
LSIA
727
LaSalle St. Investment Advisors
Illinois
$300K
PPWP
728
Premier Path Wealth Partners
New Jersey
$296K
CI
729
Cigna Investments
Connecticut
$296K
PIA
730
Perennial Investment Advisors
California
$294K
CW
731
CreativeOne Wealth
Kansas
$291K
FTWA
732
Fifth Third Wealth Advisors
Ohio
$290K
BFA
733
Beaumont Financial Advisors
Massachusetts
$290K
WT
734
Whittier Trust
California
$289K
JPG
735
Jordan Park Group
California
$288K
IC
736
Iconiq Capital
California
$286K
AIP
737
Ameritas Investment Partners
Nebraska
$286K
DWM
738
Destination Wealth Management
California
$286K
WPC
739
Wedmont Private Capital
Pennsylvania
$285K
CIC
740
Carnegie Investment Counsel
Ohio
$285K
SAM
741
Seelaus Asset Management
New Jersey
$285K
NAM
742
NorthCrest Asset Manangement
Minnesota
$285K
SCM
743
Stevens Capital Management
Pennsylvania
$284K
DWP
744
Daymark Wealth Partners
Ohio
$284K
HCM
745
Howland Capital Management
Massachusetts
$281K
SC
746
Syon Capital
California
$281K
JIP
747
Jaffetilchin Investment Partners
Florida
$279K
XT
748
XTX Topco
Cayman Islands
$277K
SAI
749
Savvy Advisors Inc
New York
$277K
AMBIA
750
Allen Mooney & Barnes Investment Advisors
Georgia
$277K