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Iron Mountain

1,029 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, 353 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: 353

43% less call options, than puts

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

Holders
1,029
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
VFM
851
Vision Financial Markets
Connecticut
$138K
EWA
852
EverSource Wealth Advisors
Alabama
$136K
SCM
853
Silvant Capital Management
Georgia
$133K
PFBT
854
Parkside Financial Bank & Trust
Missouri
$131K
TFA
855
Toth Financial Advisory
Virginia
$126K
AA
856
Addison Advisors
Vermont
$120K
OP
857
ORG Partners
Indiana
$119K
MHR
858
Matthew Hamilton Rosenberg
$115K
HT
859
Headlands Technologies
Illinois
$115K
SWP
860
Strategic Wealth Partners
Ohio
$114K
LC
861
Lavaca Capital
Texas
$113K
FCAS
862
First Command Advisory Services
Texas
$113K
BTI
863
Blue Trust Inc
Georgia
$108K
MAM
864
Morse Asset Management
Connecticut
$108K
SN
865
Sittner & Nelson
Oregon
$105K
RFS
866
Richardson Financial Services
Massachusetts
$102K
A
867
AlphaQuest
New York
$101K
KA
868
Kozak & Associates
Colorado
$99.3K
EWM
869
Evolution Wealth Management
Florida
$97.7K
JWA
870
JFS Wealth Advisors
Pennsylvania
$97.1K
SIS
871
Sound Income Strategies
Florida
$94.1K
GXJ
872
Global X Japan
Japan
$93K
CCA
873
Catalyst Capital Advisors
New York
$93K
CH
874
Cromwell Holdings
Wyoming
$89K
MSE
875
MUFG Securities EMEA
United Kingdom
$88.7K