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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 %
PWAM
901
Private Wealth Asset Management
Iowa
$18.5K +$18.5K +215 New
CCM
902
Chilton Capital Management
Texas
$17.6K
FMII
903
Farmers & Merchants Investments Inc
Nebraska
$17.6K
MSG
904
Main Street Group
Virginia
$17.2K +$17.2K +200 New
SS
905
Sunbelt Securities
Texas
$16.9K -$14.1K -164 -46%
RA
906
Rise Advisors
New York
$16.5K +$3.87K +45 +31%
PWA
907
Provenance Wealth Advisors
Florida
$16.3K +$16.3K +189 New
C
908
Covestor
United Kingdom
$16K -$88 -1 -0.5%
CMP
909
Coston McIsaac & Partners
Maine
$16K +$86 +1 +0.5%
GKIM
910
GW&K Investment Management
Massachusetts
$16K +$2.19K +25 +16%
HWM
911
Hemington Wealth Management
Virginia
$14K
GWSA
912
Global Wealth Strategies & Associates
Colorado
$12.9K +$12.9K +150 New
PPC
913
Park Place Capital
Alabama
$12.1K
VCM
914
Versant Capital Management
Arizona
$11.9K -$6.88K -80 -37%
AAG
915
Accordant Advisory Group
Maryland
$11.8K
BIA
916
Bell Investment Advisors
California
$11.3K
SC
917
SouthState Corp
Florida
$11.1K +$11.1K +129 New
BA
918
Bellwether Advisors
Nebraska
$11K
T
919
Tidemark
California
$10.8K
MSFP
920
Mark Sheptoff Financial Planning
Connecticut
$10.6K
MCM
921
MV Capital Management
Maryland
$10.2K +$1.38K +16 +16%
MCM
922
Manchester Capital Management
Vermont
$9.98K +$3.27K +38 +49%
SCB
923
Saudi Central Bank
Saudi Arabia
$9.9K +$9.9K +115 New
MFT
924
Moisand Fitzgerald Tamayo
Florida
$9.72K
LI
925
LRI Investments
Florida
$9.12K