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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
LS
851
Livforsakringsbolaget Skandia
Sweden
$151K
HWA
852
HHM Wealth Advisors
Tennessee
$148K
AAP
853
Arax Advisory Partners
Colorado
$145K
PSFG
854
Park Square Financial Group
Georgia
$142K
TFIPS
855
Towarzystwo Funduszy Inwestycyjnych PZU SA
$142K
CA
856
Clearstead Advisors
Ohio
$139K
VFM
857
Vision Financial Markets
Connecticut
$138K
EWA
858
EverSource Wealth Advisors
Alabama
$136K
SCM
859
Silvant Capital Management
Georgia
$133K
PFBT
860
Parkside Financial Bank & Trust
Missouri
$131K
TFA
861
Toth Financial Advisory
Virginia
$126K
AA
862
Addison Advisors
Vermont
$120K
OP
863
ORG Partners
Indiana
$119K
MHR
864
Matthew Hamilton Rosenberg
$115K
HT
865
Headlands Technologies
Illinois
$115K
SWP
866
Strategic Wealth Partners
Ohio
$114K
LC
867
Lavaca Capital
Texas
$113K
FCAS
868
First Command Advisory Services
Texas
$113K
BTI
869
Blue Trust Inc
Georgia
$108K
MAM
870
Morse Asset Management
Connecticut
$108K
SN
871
Sittner & Nelson
Oregon
$105K
RFS
872
Richardson Financial Services
Massachusetts
$102K
A
873
AlphaQuest
New York
$101K
KA
874
Kozak & Associates
Colorado
$99.3K
EWM
875
Evolution Wealth Management
Florida
$97.7K