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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
RPSA
801
Richard P. Slaughter Associates
Texas
$229K
HWA
802
Heritage Wealth Advisors
Virginia
$228K
CBTWT
803
Community Bank & Trust (Waco, Texas)
Texas
$226K
CPC
804
Cookson Peirce & Co
Pennsylvania
$222K
CFB
805
Cullen/Frost Bankers
Texas
$221K
NFG
806
Nations Financial Group
Iowa
$221K
SCM
807
Saxony Capital Management
Missouri
$219K
SFS
808
Stiles Financial Services
Minnesota
$218K
WSA
809
Warm Springs Advisors
California
$217K
AWE
810
Avidian Wealth Enterprises
Texas
$216K
BWP
811
Balboa Wealth Partners
Arizona
$216K
VFA
812
Valeo Financial Advisors
Indiana
$214K
TBT
813
Texas Bank & Trust
Texas
$211K
MFWP
814
Mosaic Family Wealth Partners
Missouri
$209K
IP
815
Ignite Planners
California
$209K
AWA
816
Arkadios Wealth Advisors
Georgia
$209K
ETC
817
Exchange Traded Concepts
Oklahoma
$209K
JIC
818
Johnson Investment Counsel
Ohio
$209K
WB
819
WesBanco Bank
West Virginia
$208K
AIA
820
Affinity Investment Advisors
California
$206K
Acadian Asset Management
821
Acadian Asset Management
Massachusetts
$206K
FGP
822
Freestone Grove Partners
California
$206K
OLA
823
Oliver Luxxe Assets
New Jersey
$205K
FP
824
Financial Perspectives
Minnesota
$205K
SIC
825
SJS Investment Consulting
Ohio
$205K