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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
DWP
751
Daymark Wealth Partners
Ohio
$284K
HCM
752
Howland Capital Management
Massachusetts
$281K
SC
753
Syon Capital
California
$281K
JIP
754
Jaffetilchin Investment Partners
Florida
$279K
XT
755
XTX Topco
Cayman Islands
$277K
SAI
756
Savvy Advisors Inc
New York
$277K
AMBIA
757
Allen Mooney & Barnes Investment Advisors
Georgia
$277K
RWPA
758
Richard W. Paul & Associates
Michigan
$277K
IHL
759
Investment House LLC
California
$277K
AIM
760
Allen Investment Management
New York
$277K
AssetMark Inc
761
AssetMark Inc
California
$276K
SWP
762
Sagespring Wealth Partners
Tennessee
$275K
RCM
763
Raleigh Capital Management
North Carolina
$275K
KFGK
764
Keystone Financial Group (Kentucky)
Kentucky
$275K
AWM
765
Aberdeen Wealth Management
Illinois
$271K
WAM
766
Walker Asset Management
Missouri
$269K
AAS
767
Ameritas Advisory Services
Nebraska
$269K
CW
768
Channel Wealth
California
$269K
KeyBank National Association
769
KeyBank National Association
Ohio
$268K
RL
770
Retireful LLC
Michigan
$267K
AA
771
Advisory Alpha
Michigan
$262K
SIC
772
Samalin Investment Counsel
New York
$261K
CAG
773
Centerpoint Advisory Group
Kansas
$260K
SWM
774
Segment Wealth Management
Texas
$260K
SWM
775
Seed Wealth Management
Illinois
$260K