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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
RWPA
751
Richard W. Paul & Associates
Michigan
$277K
IHL
752
Investment House LLC
California
$277K
AIM
753
Allen Investment Management
New York
$277K
AssetMark Inc
754
AssetMark Inc
California
$276K
SWP
755
Sagespring Wealth Partners
Tennessee
$275K
RCM
756
Raleigh Capital Management
North Carolina
$275K
KFGK
757
Keystone Financial Group (Kentucky)
Kentucky
$275K
AWM
758
Aberdeen Wealth Management
Illinois
$271K
WAM
759
Walker Asset Management
Missouri
$269K
AAS
760
Ameritas Advisory Services
Nebraska
$269K
CW
761
Channel Wealth
California
$269K
KeyBank National Association
762
KeyBank National Association
Ohio
$268K
RL
763
Retireful LLC
Michigan
$267K
AA
764
Advisory Alpha
Michigan
$262K
SIC
765
Samalin Investment Counsel
New York
$261K
CAG
766
Centerpoint Advisory Group
Kansas
$260K
SWM
767
Segment Wealth Management
Texas
$260K
SWM
768
Seed Wealth Management
Illinois
$260K
MG
769
Mather Group
Illinois
$259K
AFG
770
Atomi Financial Group
New York
$258K
IF
771
IRON Financial
Illinois
$258K
PFM
772
Patton Fund Management
Texas
$257K
DWAM
773
Duncan Williams Asset Management
Tennessee
$257K
LFG
774
Larson Financial Group
Missouri
$251K
HSA
775
HBK Sorce Advisory
Pennsylvania
$248K