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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
CFO
901
CVA Family Office
Colorado
$62K
FA
902
Financial Avengers
California
$61.8K
SC
903
Sawyer & Company
Massachusetts
$61K
WTC
904
WhitTier Trust Company
Nevada
$59.8K
PC
905
Promus Capital
Illinois
$58.7K
NSIM
906
North Star Investment Management
Illinois
$58.5K
ZBNA
907
Zions Bancorporation, National Association
Utah
$58.3K
QL
908
Quarry LP
New York
$57.2K
AGWCA
909
Annis Gardner Whiting Capital Advisors
Florida
$56K
FDCP
910
Foster Dykema Cabot & Partners
Massachusetts
$52.1K
CA
911
Crewe Advisors
Utah
$51.5K
GWSG
912
GPS Wealth Strategies Group
Colorado
$51.3K
HBW
913
Hazlett, Burt & Watson
West Virginia
$51K
DF
914
Dunhill Financial
United Kingdom
$50.1K
HDIM
915
Hanson & Doremus Investment Management
Vermont
$49K
FC
916
Franchise Capital
Cayman Islands
$46.7K
Loomis, Sayles & Company
917
Loomis, Sayles & Company
Massachusetts
$45.8K
HIA
918
Harbor Investment Advisory
Maryland
$43.1K
OLVIG
919
Oliver Lagore Vanvalin Investment Group
Michigan
$43K
Q1WB
920
Quest 10 Wealth Builders
Virginia
$42.4K
CH
921
Canton Hathaway
Rhode Island
$42K
AF
922
Advisornet Financial
Minnesota
$41.6K
BAM
923
Byrne Asset Management
New Jersey
$41K
TSMHT
924
Thurston Springer Miller Herd & Titak
Indiana
$41K
RAM
925
Ramirez Asset Management
New York
$41K