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Iron Mountain

1,018 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 383 increasing their positions, 349 reducing their positions, and 61 closing their positions.

Holders
1,018
Holders Change
+36
Holders Change %
+3.67%
% of All Funds
13.66%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
117
Increased
383
Reduced
349
Closed
61
Calls
$76.7M
Puts
$138M
Net Calls
-$60.9M
Net Calls Change
-$14.4M
Name Market Value Shares Shares
Change
Shares
Change %
AWM
876
Abound Wealth Management
Tennessee
$76.8K 748
AW
877
Avion Wealth
Texas
$76K 742 +43 +6%
EB
878
Eastern Bank
Massachusetts
$75.4K 735
BHWM
879
Bay Harbor Wealth Management
Maryland
$72.6K 703 -158 -18%
BF
880
BOK Financial
Oklahoma
$72.6K 708 +702 +11,700%
FHA
881
First Horizon Advisors
Tennessee
$72.1K 703 +53 +8%
RIL
882
Rothschild Investment LLC
Illinois
$67.5K 658 +18 +3%
VNA
883
Valley National Advisers
Pennsylvania
$67K 655
CIAM
884
Caitong International Asset Management
Hong Kong
$66.7K 650 +343 +112%
TWD
885
True Wealth Design
Ohio
$66.2K 646 +17 +3%
PG
886
Proffitt & Goodson
Tennessee
$63.8K 622
GIA
887
GHP Investment Advisors
Colorado
$63K 615 +5 +0.8%
CFO
888
CVA Family Office
Colorado
$62K 604 +55 +10%
FA
889
Financial Avengers
California
$61.8K 602 +6 +1%
SC
890
Sawyer & Company
Massachusetts
$61K 595
WTC
891
WhitTier Trust Company
Nevada
$59.8K 583 +4 +0.7%
PC
892
Promus Capital
Illinois
$58.7K 572
NSIM
893
North Star Investment Management
Illinois
$58.5K 570
ZBNA
894
Zions Bancorporation, National Association
Utah
$58.3K 568 +32 +6%
QL
895
Quarry LP
New York
$57.2K 558 -1,841 -77%
AGWCA
896
Annis Gardner Whiting Capital Advisors
Florida
$56K 546 +31 +6%
FDCP
897
Foster Dykema Cabot & Partners
Massachusetts
$52.1K 504
CA
898
Crewe Advisors
Utah
$51.5K 502 -3 -0.6%
GWSG
899
GPS Wealth Strategies Group
Colorado
$51.3K 500
HBW
900
Hazlett, Burt & Watson
West Virginia
$51K 500