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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
13.75%
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 %
SCM
851
Silvant Capital Management
Georgia
$133K
PFBT
852
Parkside Financial Bank & Trust
Missouri
$131K +$1.74K +17 +1%
TFA
853
Toth Financial Advisory
Virginia
$126K -$5.13K -50 -4%
AA
854
Addison Advisors
Vermont
$120K
OP
855
ORG Partners
Indiana
$119K -$46.6K -466 -28%
MHR
856
Matthew Hamilton Rosenberg
$115K -$56.9K -555 -33%
HT
857
Headlands Technologies
Illinois
$115K +$115K +1,122 New
SWP
858
Strategic Wealth Partners
Ohio
$114K +$114K +1,109 New
LC
859
Lavaca Capital
Texas
$113K
FCAS
860
First Command Advisory Services
Texas
$113K
BTI
861
Blue Trust Inc
Georgia
$108K +$3.8K +37 +4%
MAM
862
Morse Asset Management
Connecticut
$108K -$103K -1,000 -49%
SN
863
Sittner & Nelson
Oregon
$105K
RFS
864
Richardson Financial Services
Massachusetts
$102K +$102K +1,025 New
A
865
AlphaQuest
New York
$101K -$11.5K -112 -10%
KA
866
Kozak & Associates
Colorado
$99.3K +$99.3K +1,000 New
EWM
867
Evolution Wealth Management
Florida
$97.7K +$97.7K +952 New
JWA
868
JFS Wealth Advisors
Pennsylvania
$97.1K
SIS
869
Sound Income Strategies
Florida
$94.1K -$513 -5 -0.5%
GXJ
870
Global X Japan
Japan
$93K +$15.6K +152 +20%
CCA
871
Catalyst Capital Advisors
New York
$93K +$39K +380 +72%
CH
872
Cromwell Holdings
Wyoming
$89K +$3.31K +32 +4%
MSE
873
MUFG Securities EMEA
United Kingdom
$88.7K +$88.7K +865 New
CI Investments Inc
874
CI Investments Inc
Ontario, Canada
$85K -$3.19K -31 -4%
PAM
875
Parvin Asset Management
South Dakota
$84.1K