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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 %
GWM
776
Geneos Wealth Management
Colorado
$246K +$31.5K +307 +15%
FCG
777
Fielder Capital Group
Tennessee
$245K -$1.95K -19 -0.8%
PJSIMP
778
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K
BIG
779
Brookwood Investment Group
Arizona
$242K -$25K -244 -9%
WPW
780
Waldron Private Wealth
Pennsylvania
$242K
BFC
781
Bedel Financial Consulting
Indiana
$241K
AFP
782
Ausdal Financial Partners
Iowa
$241K -$9.64K -94 -4%
DWM
783
Diversify Wealth Management
Utah
$239K -$4.61K -50 -2%
WA
784
Wealth Alliance
New York
$239K +$239K +2,328 New
PCS
785
Personal CFO Solutions
New Jersey
$239K +$239K +2,326 New
UB
786
UMB Bank
Missouri
$238K -$22K -214 -8%
IF
787
Intrua Financial
Texas
$237K -$67.1K -654 -22%
MFA
788
Mayflower Financial Advisors
Massachusetts
$235K +$235K +2,290 New
CA
789
Commerzbank Aktiengesellschaft
Germany
$234K +$234K +2,280 New
SMC
790
Smith, Moore & Co
Missouri
$233K +$233K +2,271 New
MAM
791
Mystic Asset Management
Rhode Island
$229K +$229K +2,231 New
RPSA
792
Richard P. Slaughter Associates
Texas
$229K -$32.3K -315 -12%
HWA
793
Heritage Wealth Advisors
Virginia
$228K
CBTWT
794
Community Bank & Trust (Waco, Texas)
Texas
$226K +$226K +2,200 New
CPC
795
Cookson Peirce & Co
Pennsylvania
$222K -$77.6K -757 -26%
CFB
796
Cullen/Frost Bankers
Texas
$221K +$16.2K +158 +8%
NFG
797
Nations Financial Group
Iowa
$221K -$293K -2,857 -57%
SCM
798
Saxony Capital Management
Missouri
$219K +$219K +2,136 New
SFS
799
Stiles Financial Services
Minnesota
$218K +$218K +2,127 New
WSA
800
Warm Springs Advisors
California
$217K -$80.3K -783 -27%