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Iron Mountain

982 hedge funds and large institutions have $20.7B invested in Iron Mountain in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 342 increasing their positions, 396 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
982
Holders Change
-70
Holders Change %
-6.65%
% of All Funds
13.34%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
89
Increased
342
Reduced
396
Closed
142
Calls
$151M
Puts
$197M
Net Calls
-$46.5M
Net Calls Change
-$48.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RAM
876
Ramirez Asset Management
New York
$34.4K +$34.4K +400 New
AWM
877
AllSquare Wealth Management
New York
$34K
MIA
878
MeadowBrook Investment Advisors
Michigan
$33.6K
T
879
Transce3nd
Texas
$31.1K -$79.4K -923 -72%
PSB
880
Piscataqua Savings Bank
New Hampshire
$30.4K
PWM
881
Parkworth Wealth Management
California
$30.1K -$12.9K -150 -30%
LWCFA
882
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.9K
GGI
883
Godsey & Gibb Inc
Virginia
$28K
CIAM
884
Caitong International Asset Management
Hong Kong
$26.4K -$30.4K -353 -53%
FNWA
885
Financial Network Wealth Advisors
Utah
$25.8K +$25.8K +300 New
CWM
886
Cranbrook Wealth Management
Michigan
$25.8K +$25.8K +300 New
IWP
887
IAG Wealth Partners
Wisconsin
$25.4K
CSPIA
888
Cary Street Partners Investment Advisory
Virginia
$24K +$1.55K +18 +7%
WBC
889
West Branch Capital
Massachusetts
$23.7K
OWP
890
ORG Wealth Partners
Texas
$23.3K -$43.5K -501 -65%
HCA
891
Harbor Capital Advisors
Illinois
$23K -$31.9K -369 -58%
NFSG
892
Newbridge Financial Services Group
Florida
$22.8K -$103K -1,197 -82%
TIM
893
Thompson Investment Management
Wisconsin
$22.7K
BCMLT
894
Beacon Capital Management LLC (Tennessee)
Tennessee
$22.4K +$860 +10 +4%
KFI
895
Key Financial Inc
Pennsylvania
$21.6K -$86 -1 -0.4%
PP
896
PFS Partners
New Jersey
$21.5K
HHGA
897
Halbert Hargrove Global Advisors
California
$21.5K
QC
898
Quent Capital
New York
$21K -$2.75K -32 -12%
IWM
899
IMG Wealth Management
Florida
$21K
CPBTD
900
Central Pacific Bank - Trust Division
Hawaii
$20K +$5.94K +69 +42%