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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
MG
776
Mather Group
Illinois
$259K
AFG
777
Atomi Financial Group
New York
$258K
IF
778
IRON Financial
Illinois
$258K
PFM
779
Patton Fund Management
Texas
$257K
DWAM
780
Duncan Williams Asset Management
Tennessee
$257K
LFG
781
Larson Financial Group
Missouri
$251K
HSA
782
HBK Sorce Advisory
Pennsylvania
$248K
MS
783
Maven Securities
Jersey
$247K
PTC
784
Private Trust Company
Ohio
$247K
GWM
785
Geneos Wealth Management
Colorado
$246K
FCG
786
Fielder Capital Group
Tennessee
$245K
PJSIMP
787
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K
BIG
788
Brookwood Investment Group
Arizona
$242K
WPW
789
Waldron Private Wealth
Pennsylvania
$242K
BFC
790
Bedel Financial Consulting
Indiana
$241K
AFP
791
Ausdal Financial Partners
Iowa
$241K
DWM
792
Diversify Wealth Management
Utah
$239K
WA
793
Wealth Alliance
New York
$239K
PCS
794
Personal CFO Solutions
New Jersey
$239K
UB
795
UMB Bank
Missouri
$238K
IF
796
Intrua Financial
Texas
$237K
MFA
797
Mayflower Financial Advisors
Massachusetts
$235K
CA
798
Commerzbank Aktiengesellschaft
Germany
$234K
SMC
799
Smith, Moore & Co
Missouri
$233K
MAM
800
Mystic Asset Management
Rhode Island
$229K