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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 %
AWE
801
Avidian Wealth Enterprises
Texas
$216K +$216K +2,108 New
BWP
802
Balboa Wealth Partners
Arizona
$216K +$216K +2,106 New
VFA
803
Valeo Financial Advisors
Indiana
$214K +$214K +2,088 New
SQA
804
Simon Quick Advisors
New Jersey
$214K +$214K +2,086 New
TBT
805
Texas Bank & Trust
Texas
$211K +$211K +2,054 New
MFWP
806
Mosaic Family Wealth Partners
Missouri
$209K -$69K -673 -25%
IP
807
Ignite Planners
California
$209K +$209K +2,098 New
AWA
808
Arkadios Wealth Advisors
Georgia
$209K +$209K +2,038 New
ETC
809
Exchange Traded Concepts
Oklahoma
$209K +$87.3K +851 +72%
JIC
810
Johnson Investment Counsel
Ohio
$209K +$209K +2,033 New
WB
811
WesBanco Bank
West Virginia
$208K +$208K +2,029 New
AIA
812
Affinity Investment Advisors
California
$206K +$206K +2,013 New
Acadian Asset Management
813
Acadian Asset Management
Massachusetts
$206K +$206K +2,009 New
FGP
814
Freestone Grove Partners
California
$206K +$206K +2,006 New
OLA
815
Oliver Luxxe Assets
New Jersey
$205K -$5.07M -49,469 -96%
FP
816
Financial Perspectives
Minnesota
$205K
SIC
817
SJS Investment Consulting
Ohio
$205K +$41K +400 +25%
RIM
818
RW Investment Management
Idaho
$205K +$205K +2,000 New
HTIM
819
Harbour Trust & Investment Management
Indiana
$205K +$205K +2,000 New
AA
820
Apriem Advisors
California
$205K +$205K +2,000 New
CA
821
Continuum Advisory
Idaho
$202K +$200K +1,948 +7,792%
MGIA
822
Moneta Group Investment Advisors
Missouri
$201K +$201K +1,963 New
JFG
823
Jefferies Financial Group
New York
$201K -$903K -8,808 -82%
TA
824
TPG Advisors
Illinois
$200K +$200K +1,954 New
MWM
825
Modera Wealth Management
New Jersey
$200K +$200K +1,951 New