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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
QL
901
Quarry LP
New York
$57.2K
AGWCA
902
Annis Gardner Whiting Capital Advisors
Florida
$56K
FDCP
903
Foster Dykema Cabot & Partners
Massachusetts
$52.1K
CA
904
Crewe Advisors
Utah
$51.5K
GWSG
905
GPS Wealth Strategies Group
Colorado
$51.3K
HBW
906
Hazlett, Burt & Watson
West Virginia
$51K
DF
907
Dunhill Financial
United Kingdom
$50.1K
HDIM
908
Hanson & Doremus Investment Management
Vermont
$49K
FC
909
Franchise Capital
Cayman Islands
$46.7K
Loomis, Sayles & Company
910
Loomis, Sayles & Company
Massachusetts
$45.8K
HIA
911
Harbor Investment Advisory
Maryland
$43.1K
OLVIG
912
Oliver Lagore Vanvalin Investment Group
Michigan
$43K
CH
913
Canton Hathaway
Rhode Island
$42K
AF
914
Advisornet Financial
Minnesota
$41.6K
BAM
915
Byrne Asset Management
New Jersey
$41K
TSMHT
916
Thurston Springer Miller Herd & Titak
Indiana
$41K
RAM
917
Ramirez Asset Management
New York
$41K
BC
918
Barrett & Company
Rhode Island
$41K
AWM
919
AllSquare Wealth Management
New York
$40.5K
VCM
920
Versant Capital Management
Arizona
$38.9K
SS
921
Sunbelt Securities
Texas
$37.8K
T
922
Transce3nd
Texas
$37.1K
PWM
923
Parkworth Wealth Management
California
$36.8K
LWCFA
924
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.4K
PSB
925
Piscataqua Savings Bank
New Hampshire
$36.2K