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Iron Mountain

1,029 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, 353 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: 353

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,029
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
AMBIA
751
Allen Mooney & Barnes Investment Advisors
Georgia
$277K
RWPA
752
Richard W. Paul & Associates
Michigan
$277K
IHL
753
Investment House LLC
California
$277K
AIM
754
Allen Investment Management
New York
$277K
AssetMark Inc
755
AssetMark Inc
California
$276K
SWP
756
Sagespring Wealth Partners
Tennessee
$275K
RCM
757
Raleigh Capital Management
North Carolina
$275K
KFGK
758
Keystone Financial Group (Kentucky)
Kentucky
$275K
AWM
759
Aberdeen Wealth Management
Illinois
$271K
WAM
760
Walker Asset Management
Missouri
$269K
AAS
761
Ameritas Advisory Services
Nebraska
$269K
CW
762
Channel Wealth
California
$269K
KeyBank National Association
763
KeyBank National Association
Ohio
$268K
RL
764
Retireful LLC
Michigan
$267K
AA
765
Advisory Alpha
Michigan
$262K
SIC
766
Samalin Investment Counsel
New York
$261K
CAG
767
Centerpoint Advisory Group
Kansas
$260K
SWM
768
Segment Wealth Management
Texas
$260K
SWM
769
Seed Wealth Management
Illinois
$260K
MG
770
Mather Group
Illinois
$259K
AFG
771
Atomi Financial Group
New York
$258K
IF
772
IRON Financial
Illinois
$258K
PFM
773
Patton Fund Management
Texas
$257K
DWAM
774
Duncan Williams Asset Management
Tennessee
$257K
LFG
775
Larson Financial Group
Missouri
$251K