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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
ZBNA
901
Zions Bancorporation, National Association
Utah
$58.3K
QL
902
Quarry LP
New York
$57.2K
AGWCA
903
Annis Gardner Whiting Capital Advisors
Florida
$56K
FDCP
904
Foster Dykema Cabot & Partners
Massachusetts
$52.1K
CA
905
Crewe Advisors
Utah
$51.5K
GWSG
906
GPS Wealth Strategies Group
Colorado
$51.3K
HBW
907
Hazlett, Burt & Watson
West Virginia
$51K
DF
908
Dunhill Financial
United Kingdom
$50.1K
HDIM
909
Hanson & Doremus Investment Management
Vermont
$49K
FC
910
Franchise Capital
Cayman Islands
$46.7K
Loomis, Sayles & Company
911
Loomis, Sayles & Company
Massachusetts
$45.8K
HIA
912
Harbor Investment Advisory
Maryland
$43.1K
OLVIG
913
Oliver Lagore Vanvalin Investment Group
Michigan
$43K
Q1WB
914
Quest 10 Wealth Builders
Virginia
$42.4K
CH
915
Canton Hathaway
Rhode Island
$42K
AF
916
Advisornet Financial
Minnesota
$41.6K
BAM
917
Byrne Asset Management
New Jersey
$41K
TSMHT
918
Thurston Springer Miller Herd & Titak
Indiana
$41K
RAM
919
Ramirez Asset Management
New York
$41K
BC
920
Barrett & Company
Rhode Island
$41K
AWM
921
AllSquare Wealth Management
New York
$40.5K
VCM
922
Versant Capital Management
Arizona
$38.9K
SS
923
Sunbelt Securities
Texas
$37.8K
T
924
Transce3nd
Texas
$37.1K
PWM
925
Parkworth Wealth Management
California
$36.8K