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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
JWA
876
JFS Wealth Advisors
Pennsylvania
$97.1K
SIS
877
Sound Income Strategies
Florida
$94.1K
GXJ
878
Global X Japan
Japan
$93K
CCA
879
Catalyst Capital Advisors
New York
$93K
CH
880
Cromwell Holdings
Wyoming
$89K
MSE
881
MUFG Securities EMEA
United Kingdom
$88.7K
CI Investments Inc
882
CI Investments Inc
Ontario, Canada
$85K
PAM
883
Parvin Asset Management
South Dakota
$84.1K
SIM
884
Sentry Investment Management
Wisconsin
$84K
BONH
885
Bank of New Hampshire
New Hampshire
$81.5K
MYIA
886
Mount Yale Investment Advisors
Colorado
$81.1K
OL
887
OneFund LLC
Florida
$79K
OIA
888
Optimum Investment Advisors
Illinois
$76.9K
AWM
889
Abound Wealth Management
Tennessee
$76.8K
AW
890
Avion Wealth
Texas
$76K
EB
891
Eastern Bank
Massachusetts
$75.4K
BHWM
892
Bay Harbor Wealth Management
Maryland
$72.6K
BF
893
BOK Financial
Oklahoma
$72.6K
FHA
894
First Horizon Advisors
Tennessee
$72.1K
RIL
895
Rothschild Investment LLC
Illinois
$67.5K
VNA
896
Valley National Advisers
Pennsylvania
$67K
CIAM
897
Caitong International Asset Management
Hong Kong
$66.7K
TWD
898
True Wealth Design
Ohio
$66.2K
PG
899
Proffitt & Goodson
Tennessee
$63.8K
GIA
900
GHP Investment Advisors
Colorado
$63K