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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
EWA
851
EverSource Wealth Advisors
Alabama
$136K
SCM
852
Silvant Capital Management
Georgia
$133K
PFBT
853
Parkside Financial Bank & Trust
Missouri
$131K
TFA
854
Toth Financial Advisory
Virginia
$126K
AA
855
Addison Advisors
Vermont
$120K
OP
856
ORG Partners
Indiana
$119K
MHR
857
Matthew Hamilton Rosenberg
$115K
HT
858
Headlands Technologies
Illinois
$115K
SWP
859
Strategic Wealth Partners
Ohio
$114K
LC
860
Lavaca Capital
Texas
$113K
FCAS
861
First Command Advisory Services
Texas
$113K
BTI
862
Blue Trust Inc
Georgia
$108K
MAM
863
Morse Asset Management
Connecticut
$108K
SN
864
Sittner & Nelson
Oregon
$105K
RFS
865
Richardson Financial Services
Massachusetts
$102K
A
866
AlphaQuest
New York
$101K
KA
867
Kozak & Associates
Colorado
$99.3K
EWM
868
Evolution Wealth Management
Florida
$97.7K
JWA
869
JFS Wealth Advisors
Pennsylvania
$97.1K
SIS
870
Sound Income Strategies
Florida
$94.1K
GXJ
871
Global X Japan
Japan
$93K
CCA
872
Catalyst Capital Advisors
New York
$93K
CH
873
Cromwell Holdings
Wyoming
$89K
MSE
874
MUFG Securities EMEA
United Kingdom
$88.7K
CI Investments Inc
875
CI Investments Inc
Ontario, Canada
$85K