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Iron Mountain

1,027 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, 352 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: 352

43% less call options, than puts

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

Holders
1,027
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
MWM
826
Modera Wealth Management
New Jersey
$200K
PAM
827
Pegasus Asset Management
New York
$200K
SIS
828
Strategic Investment Solutions
Illinois
$197K
BBPWM
829
Blue Bell Private Wealth Management
Pennsylvania
$195K
CT
830
Coastline Trust
Rhode Island
$190K
HFM
831
Harvest Fund Management
China
$185K
MMG
832
Monetary Management Group
Missouri
$185K
CI
833
CX Institutional
Indiana
$179K
NL
834
NVWM LLC
Pennsylvania
$174K
TVWM
835
Tower View Wealth Management
Wisconsin
$171K
SNB
836
Security National Bank
Nebraska
$171K
CTC
837
Central Trust Company
Missouri
$169K
PCM
838
Penserra Capital Management
California
$163K
CA
839
CoreCap Advisors
Michigan
$163K
DMBA
840
Deseret Mutual Benefit Administrators
Utah
$154K
FFC
841
First Financial Corp
Indiana
$154K
SAM
842
Smartleaf Asset Management
Massachusetts
$151K
MC
843
Muzinich & Co
New York
$151K
LS
844
Livforsakringsbolaget Skandia
Sweden
$151K
HWA
845
HHM Wealth Advisors
Tennessee
$148K
AAP
846
Arax Advisory Partners
Colorado
$145K
PSFG
847
Park Square Financial Group
Georgia
$142K
TFIPS
848
Towarzystwo Funduszy Inwestycyjnych PZU SA
$142K
CA
849
Clearstead Advisors
Ohio
$139K
VFM
850
Vision Financial Markets
Connecticut
$138K