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Iron Mountain

1,027 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, 352 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: 352

43% less call options, than puts

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

Holders
1,027
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
PAM
876
Parvin Asset Management
South Dakota
$84.1K
SIM
877
Sentry Investment Management
Wisconsin
$84K
BONH
878
Bank of New Hampshire
New Hampshire
$81.5K
MYIA
879
Mount Yale Investment Advisors
Colorado
$81.1K
OL
880
OneFund LLC
Florida
$79K
OIA
881
Optimum Investment Advisors
Illinois
$76.9K
AWM
882
Abound Wealth Management
Tennessee
$76.8K
AW
883
Avion Wealth
Texas
$76K
EB
884
Eastern Bank
Massachusetts
$75.4K
BHWM
885
Bay Harbor Wealth Management
Maryland
$72.6K
BF
886
BOK Financial
Oklahoma
$72.6K
FHA
887
First Horizon Advisors
Tennessee
$72.1K
RIL
888
Rothschild Investment LLC
Illinois
$67.5K
VNA
889
Valley National Advisers
Pennsylvania
$67K
CIAM
890
Caitong International Asset Management
Hong Kong
$66.7K
TWD
891
True Wealth Design
Ohio
$66.2K
PG
892
Proffitt & Goodson
Tennessee
$63.8K
GIA
893
GHP Investment Advisors
Colorado
$63K
CFO
894
CVA Family Office
Colorado
$62K
FA
895
Financial Avengers
California
$61.8K
SC
896
Sawyer & Company
Massachusetts
$61K
WTC
897
WhitTier Trust Company
Nevada
$59.8K
PC
898
Promus Capital
Illinois
$58.7K
NSIM
899
North Star Investment Management
Illinois
$58.5K
ZBNA
900
Zions Bancorporation, National Association
Utah
$58.3K