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Iron Mountain

1,029 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, 353 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: 353

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,029
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
SCM
801
Saxony Capital Management
Missouri
$219K
SFS
802
Stiles Financial Services
Minnesota
$218K
WSA
803
Warm Springs Advisors
California
$217K
AWE
804
Avidian Wealth Enterprises
Texas
$216K
BWP
805
Balboa Wealth Partners
Arizona
$216K
VFA
806
Valeo Financial Advisors
Indiana
$214K
TBT
807
Texas Bank & Trust
Texas
$211K
MFWP
808
Mosaic Family Wealth Partners
Missouri
$209K
IP
809
Ignite Planners
California
$209K
AWA
810
Arkadios Wealth Advisors
Georgia
$209K
ETC
811
Exchange Traded Concepts
Oklahoma
$209K
JIC
812
Johnson Investment Counsel
Ohio
$209K
WB
813
WesBanco Bank
West Virginia
$208K
AIA
814
Affinity Investment Advisors
California
$206K
Acadian Asset Management
815
Acadian Asset Management
Massachusetts
$206K
FGP
816
Freestone Grove Partners
California
$206K
OLA
817
Oliver Luxxe Assets
New Jersey
$205K
FP
818
Financial Perspectives
Minnesota
$205K
SIC
819
SJS Investment Consulting
Ohio
$205K
HTIM
820
Harbour Trust & Investment Management
Indiana
$205K
RIM
821
RW Investment Management
Idaho
$205K
AA
822
Apriem Advisors
California
$205K
CA
823
Continuum Advisory
Idaho
$202K
MGIA
824
Moneta Group Investment Advisors
Missouri
$201K
JFG
825
Jefferies Financial Group
New York
$201K