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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 %
AIM
751
Allen Investment Management
New York
$277K
AssetMark Inc
752
AssetMark Inc
California
$276K +$141K +1,371 +104%
SWP
753
Sagespring Wealth Partners
Tennessee
$275K +$275K +2,685 New
RCM
754
Raleigh Capital Management
North Carolina
$275K -$83.1K -810 -23%
KFGK
755
Keystone Financial Group (Kentucky)
Kentucky
$275K -$51.5K -502 -16%
AWM
756
Aberdeen Wealth Management
Illinois
$271K
WAM
757
Walker Asset Management
Missouri
$269K +$2.67K +26 +1%
AAS
758
Ameritas Advisory Services
Nebraska
$269K -$160K -1,558 -37%
CW
759
Channel Wealth
California
$269K +$205 +2 +0.1%
KeyBank National Association
760
KeyBank National Association
Ohio
$268K -$18K -175 -6%
RL
761
Retireful LLC
Michigan
$267K +$267K +2,602 New
AA
762
Advisory Alpha
Michigan
$262K +$262K +2,550 New
SIC
763
Samalin Investment Counsel
New York
$261K +$2.26K +22 +0.9%
CAG
764
Centerpoint Advisory Group
Kansas
$260K
SWM
765
Segment Wealth Management
Texas
$260K -$4.51K -44 -2%
SWM
766
Seed Wealth Management
Illinois
$260K -$9.23K -90 -3%
MG
767
Mather Group
Illinois
$259K +$6.05K +59 +2%
AFG
768
Atomi Financial Group
New York
$258K +$258K +2,517 New
IF
769
IRON Financial
Illinois
$258K +$3.49K +34 +1%
PFM
770
Patton Fund Management
Texas
$257K +$257K +2,510 New
DWAM
771
Duncan Williams Asset Management
Tennessee
$257K +$2.26K +22 +0.9%
LFG
772
Larson Financial Group
Missouri
$251K +$81K +790 +48%
HSA
773
HBK Sorce Advisory
Pennsylvania
$248K +$248K +2,419 New
MS
774
Maven Securities
Jersey
$247K +$247K +2,406 New
PTC
775
Private Trust Company
Ohio
$247K +$10.3K +100 +4%