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Iron Mountain

982 hedge funds and large institutions have $20.7B invested in Iron Mountain in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 396 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
-70
Holders Change %
-6.65%
% of All Funds
13.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
89
Increased
342
Reduced
396
Closed
142
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FFC
801
First Financial Corp
Indiana
$129K
LS
802
Livforsakringsbolaget Skandia
Sweden
$127K
MC
803
Muzinich & Co
New York
$127K
HWA
804
HHM Wealth Advisors
Tennessee
$126K -$774 -9 -0.6%
PCM
805
Penserra Capital Management
California
$122K -$58.2K -680 -32%
TFIPS
806
Towarzystwo Funduszy Inwestycyjnych PZU SA
$119K
VFM
807
Vision Financial Markets
Connecticut
$116K
AssetMark Inc
808
AssetMark Inc
California
$113K -$6.19M -71,899 -98%
SCM
809
Silvant Capital Management
Georgia
$111K
TFA
810
Toth Financial Advisory
Virginia
$110K -$6.45K -75 -6%
PFBT
811
Parkside Financial Bank & Trust
Missouri
$109K -$946 -11 -0.9%
PBK
812
Peoples Bank (Kansas)
Kansas
$106K
ETC
813
Exchange Traded Concepts
Oklahoma
$102K -$685K -7,963 -87%
AA
814
Addison Advisors
Vermont
$101K -$18.8K -218 -16%
LC
815
Lindbrook Capital
California
$95.8K +$10.8K +126 +13%
LC
816
Lavaca Capital
Texas
$94.7K
FCAS
817
First Command Advisory Services
Texas
$94.6K
A
818
AlphaQuest
New York
$94.2K +$94.2K +1,095 New
SN
819
Sittner & Nelson
Oregon
$88.3K
EWA
820
EverSource Wealth Advisors
Alabama
$87.9K -$121K -1,405 -58%
BTI
821
Blue Trust Inc
Georgia
$87.5K +$53.2K +618 +155%
HCP
822
Hexagon Capital Partners
Arkansas
$86K
JWA
823
JFS Wealth Advisors
Pennsylvania
$81.5K -$774 -9 -0.9%
CA
824
Clearstead Advisors
Ohio
$80.4K +$344 +4 +0.4%
SIS
825
Sound Income Strategies
Florida
$79.3K +$86 +1 +0.1%