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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 %
AAP
826
Arax Advisory Partners
Colorado
$78.7K -$1.38K -16 -2%
SSB
827
Sandy Spring Bank
Maryland
$77.5K -$1.98K -23 -2%
BHWM
828
Bay Harbor Wealth Management
Maryland
$74.8K -$1.74K -20 -2%
CI Investments Inc
829
CI Investments Inc
Ontario, Canada
$74K -$52.8K -611 -42%
AW
830
Avion Wealth
Texas
$73K
CH
831
Cromwell Holdings
Wyoming
$72K +$1.56K +18 +2%
PAM
832
Parvin Asset Management
South Dakota
$70.6K
BONH
833
Bank of New Hampshire
New Hampshire
$68.4K
SIM
834
Sentry Investment Management
Wisconsin
$65K -$19.4K -251 -23%
GXJ
835
Global X Japan
Japan
$65K +$12.9K +150 +25%
OIA
836
Optimum Investment Advisors
Illinois
$64.5K
AWM
837
Abound Wealth Management
Tennessee
$64.4K -$1.12K -13 -2%
EB
838
Eastern Bank
Massachusetts
$63.2K
VNA
839
Valley National Advisers
Pennsylvania
$56K
FHA
840
First Horizon Advisors
Tennessee
$55.9K -$60.2K -700 -52%
RIL
841
Rothschild Investment LLC
Illinois
$55.1K -$27.5K -320 -33%
TWD
842
True Wealth Design
Ohio
$54.2K +$603 +7 +1%
HIA
843
Harbor Investment Advisory
Maryland
$53.9K +$172 +2 +0.3%
PG
844
Proffitt & Goodson
Tennessee
$53.5K
GIA
845
GHP Investment Advisors
Colorado
$52.5K +$344 +4 +0.7%
FA
846
Financial Avengers
California
$51.3K +$344 +4 +0.7%
SC
847
Sawyer & Company
Massachusetts
$51K
OC
848
Oakworth Capital
Alabama
$49.8K +$5.08K +59 +11%
WTC
849
WhitTier Trust Company
Nevada
$49.8K +$7.74K +90 +18%
PC
850
Promus Capital
Illinois
$49.2K