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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 %
AGWCA
901
Annis Gardner Whiting Capital Advisors
Florida
$56K +$3.18K +31 +6%
FDCP
902
Foster Dykema Cabot & Partners
Massachusetts
$52.1K
CA
903
Crewe Advisors
Utah
$51.5K -$308 -3 -0.6%
GWSG
904
GPS Wealth Strategies Group
Colorado
$51.3K
HBW
905
Hazlett, Burt & Watson
West Virginia
$51K
DF
906
Dunhill Financial
United Kingdom
$50.1K +$3.59K +35 +8%
HDIM
907
Hanson & Doremus Investment Management
Vermont
$49K
FC
908
Franchise Capital
Cayman Islands
$46.7K
Loomis, Sayles & Company
909
Loomis, Sayles & Company
Massachusetts
$45.8K
HIA
910
Harbor Investment Advisory
Maryland
$43.1K -$21.1K -206 -33%
OLVIG
911
Oliver Lagore Vanvalin Investment Group
Michigan
$43K +$43K +500 New
CH
912
Canton Hathaway
Rhode Island
$42K
AF
913
Advisornet Financial
Minnesota
$41.6K -$308 -3 -0.7%
BAM
914
Byrne Asset Management
New Jersey
$41K -$2.56K -25 -6%
TSMHT
915
Thurston Springer Miller Herd & Titak
Indiana
$41K
RAM
916
Ramirez Asset Management
New York
$41K
BC
917
Barrett & Company
Rhode Island
$41K
AWM
918
AllSquare Wealth Management
New York
$40.5K
VCM
919
Versant Capital Management
Arizona
$38.9K +$24.7K +241 +175%
SS
920
Sunbelt Securities
Texas
$37.8K +$17.2K +164 +84%
T
921
Transce3nd
Texas
$37.1K
PWM
922
Parkworth Wealth Management
California
$36.8K +$923 +9 +3%
LWCFA
923
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.4K
PSB
924
Piscataqua Savings Bank
New Hampshire
$36.2K
BCWM
925
Bartlett & Co Wealth Management
Ohio
$34.1K -$11.6K -112 -25%