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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
MS
776
Maven Securities
Jersey
$247K
PTC
777
Private Trust Company
Ohio
$247K
GWM
778
Geneos Wealth Management
Colorado
$246K
FCG
779
Fielder Capital Group
Tennessee
$245K
PJSIMP
780
P.J. Schmidt Investment Management (PJS)
Wisconsin
$242K
BIG
781
Brookwood Investment Group
Arizona
$242K
WPW
782
Waldron Private Wealth
Pennsylvania
$242K
BFC
783
Bedel Financial Consulting
Indiana
$241K
AFP
784
Ausdal Financial Partners
Iowa
$241K
DWM
785
Diversify Wealth Management
Utah
$239K
WA
786
Wealth Alliance
New York
$239K
PCS
787
Personal CFO Solutions
New Jersey
$239K
UB
788
UMB Bank
Missouri
$238K
IF
789
Intrua Financial
Texas
$237K
MFA
790
Mayflower Financial Advisors
Massachusetts
$235K
CA
791
Commerzbank Aktiengesellschaft
Germany
$234K
SMC
792
Smith, Moore & Co
Missouri
$233K
MAM
793
Mystic Asset Management
Rhode Island
$229K
RPSA
794
Richard P. Slaughter Associates
Texas
$229K
HWA
795
Heritage Wealth Advisors
Virginia
$228K
CBTWT
796
Community Bank & Trust (Waco, Texas)
Texas
$226K
CPC
797
Cookson Peirce & Co
Pennsylvania
$222K
CFB
798
Cullen/Frost Bankers
Texas
$221K
NFG
799
Nations Financial Group
Iowa
$221K
SCM
800
Saxony Capital Management
Missouri
$219K