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Iron Mountain

1,029 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, 353 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: 353

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,029
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
CI Investments Inc
876
CI Investments Inc
Ontario, Canada
$85K
PAM
877
Parvin Asset Management
South Dakota
$84.1K
SIM
878
Sentry Investment Management
Wisconsin
$84K
BONH
879
Bank of New Hampshire
New Hampshire
$81.5K
MYIA
880
Mount Yale Investment Advisors
Colorado
$81.1K
OL
881
OneFund LLC
Florida
$79K
OIA
882
Optimum Investment Advisors
Illinois
$76.9K
AWM
883
Abound Wealth Management
Tennessee
$76.8K
AW
884
Avion Wealth
Texas
$76K
EB
885
Eastern Bank
Massachusetts
$75.4K
BHWM
886
Bay Harbor Wealth Management
Maryland
$72.6K
BF
887
BOK Financial
Oklahoma
$72.6K
FHA
888
First Horizon Advisors
Tennessee
$72.1K
RIL
889
Rothschild Investment LLC
Illinois
$67.5K
VNA
890
Valley National Advisers
Pennsylvania
$67K
CIAM
891
Caitong International Asset Management
Hong Kong
$66.7K
TWD
892
True Wealth Design
Ohio
$66.2K
PG
893
Proffitt & Goodson
Tennessee
$63.8K
GIA
894
GHP Investment Advisors
Colorado
$63K
CFO
895
CVA Family Office
Colorado
$62K
FA
896
Financial Avengers
California
$61.8K
SC
897
Sawyer & Company
Massachusetts
$61K
WTC
898
WhitTier Trust Company
Nevada
$59.8K
PC
899
Promus Capital
Illinois
$58.7K
NSIM
900
North Star Investment Management
Illinois
$58.5K