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Iron Mountain

1,025 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, 351 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,025
Holders Change
+43
Holders Change %
+4.38%
% of All Funds
13.74%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
118
Increased
387
Reduced
351
Closed
61
Calls
$102M
Puts
$179M
Net Calls
-$77.2M
Net Calls Change
-$30.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
876
Sentry Investment Management
Wisconsin
$84K
BONH
877
Bank of New Hampshire
New Hampshire
$81.5K
MYIA
878
Mount Yale Investment Advisors
Colorado
$81.1K +$81.1K +791 New
OL
879
OneFund LLC
Florida
$79K +$79K +767 New
OIA
880
Optimum Investment Advisors
Illinois
$76.9K
AWM
881
Abound Wealth Management
Tennessee
$76.8K
AW
882
Avion Wealth
Texas
$76K +$4.4K +43 +6%
EB
883
Eastern Bank
Massachusetts
$75.4K
BHWM
884
Bay Harbor Wealth Management
Maryland
$72.6K -$16.3K -158 -18%
BF
885
BOK Financial
Oklahoma
$72.6K +$72K +702 +11,700%
FHA
886
First Horizon Advisors
Tennessee
$72.1K +$5.44K +53 +8%
RIL
887
Rothschild Investment LLC
Illinois
$67.5K +$1.85K +18 +3%
VNA
888
Valley National Advisers
Pennsylvania
$67K
CIAM
889
Caitong International Asset Management
Hong Kong
$66.7K +$35.2K +343 +112%
TWD
890
True Wealth Design
Ohio
$66.2K +$1.74K +17 +3%
PG
891
Proffitt & Goodson
Tennessee
$63.8K
GIA
892
GHP Investment Advisors
Colorado
$63K +$513 +5 +0.8%
CFO
893
CVA Family Office
Colorado
$62K +$5.64K +55 +10%
FA
894
Financial Avengers
California
$61.8K +$616 +6 +1%
SC
895
Sawyer & Company
Massachusetts
$61K
WTC
896
WhitTier Trust Company
Nevada
$59.8K +$410 +4 +0.7%
PC
897
Promus Capital
Illinois
$58.7K
NSIM
898
North Star Investment Management
Illinois
$58.5K
ZBNA
899
Zions Bancorporation, National Association
Utah
$58.3K +$3.28K +32 +6%
QL
900
Quarry LP
New York
$57.2K -$189K -1,841 -77%