IRM icon

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
RIM
826
RW Investment Management
Idaho
$205K
HTIM
827
Harbour Trust & Investment Management
Indiana
$205K
AA
828
Apriem Advisors
California
$205K
CA
829
Continuum Advisory
Idaho
$202K
MGIA
830
Moneta Group Investment Advisors
Missouri
$201K
JFG
831
Jefferies Financial Group
New York
$201K
TA
832
TPG Advisors
Illinois
$200K
MWM
833
Modera Wealth Management
New Jersey
$200K
PAM
834
Pegasus Asset Management
New York
$200K
SIS
835
Strategic Investment Solutions
Illinois
$197K
BBPWM
836
Blue Bell Private Wealth Management
Pennsylvania
$195K
CT
837
Coastline Trust
Rhode Island
$190K
HFM
838
Harvest Fund Management
China
$185K
MMG
839
Monetary Management Group
Missouri
$185K
CI
840
CX Institutional
Indiana
$179K
NL
841
NVWM LLC
Pennsylvania
$174K
TVWM
842
Tower View Wealth Management
Wisconsin
$171K
SNB
843
Security National Bank
Nebraska
$171K
CTC
844
Central Trust Company
Missouri
$169K
PCM
845
Penserra Capital Management
California
$163K
CA
846
CoreCap Advisors
Michigan
$163K
DMBA
847
Deseret Mutual Benefit Administrators
Utah
$154K
FFC
848
First Financial Corp
Indiana
$154K
SAM
849
Smartleaf Asset Management
Massachusetts
$151K
MC
850
Muzinich & Co
New York
$151K