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Iron Mountain

1,018 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 383 increasing their positions, 349 reducing their positions, and 61 closing their positions.

Holders
1,018
Holders Change
+36
Holders Change %
+3.67%
% of All Funds
13.67%
Holding in Top 10
16
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+60%
% of All Funds
0.21%
New
117
Increased
383
Reduced
349
Closed
61
Calls
$76.7M
Puts
$138M
Net Calls
-$60.9M
Net Calls Change
-$14.4M
Name Market Value Shares Shares
Change
Shares
Change %
NFSG
926
Newbridge Financial Services Group
Florida
$28.7K 279 +15 +6%
CPBTD
927
Central Pacific Bank - Trust Division
Hawaii
$28.5K 278 +46 +20%
WBC
928
West Branch Capital
Massachusetts
$28.2K 275
TIM
929
Thompson Investment Management
Wisconsin
$27.1K 264
HCA
930
Harbor Capital Advisors
Illinois
$27K 265 -1 -0.4%
OWP
931
ORG Wealth Partners
Texas
$26.8K 268
BCMLT
932
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.7K 260
PP
933
PFS Partners
New Jersey
$25.6K 250
HHGA
934
Halbert Hargrove Global Advisors
California
$25.6K 250
MAM
935
Meeder Asset Management
Ohio
$25.4K 248 +145 +141%
IWM
936
IMG Wealth Management
Florida
$25K 244
NC
937
NewSquare Capital
Pennsylvania
$24.4K 238 +204 +600%
C
938
Covestor
United Kingdom
$23K 222 +40 +22%
PWAM
939
Private Wealth Asset Management
Iowa
$22.1K 215
CCM
940
Chilton Capital Management
Texas
$21K 205
Lazard Asset Management
941
Lazard Asset Management
New York
$21K 210 -283 -57%
FMII
942
Farmers & Merchants Investments Inc
Nebraska
$20.6K 201 -4 -2%
SSG
943
Summit Securities Group
New York
$20.4K 199 +199 New
RA
944
Rise Advisors
New York
$19.9K 194 +2 +1%
PWA
945
Provenance Wealth Advisors
Florida
$19.4K 189
WA
946
WPG Advisers
Maryland
$19.1K 186 +120 +182%
CMP
947
Coston McIsaac & Partners
Maine
$19K 188 +2 +1%
OC
948
Oakworth Capital
Alabama
$18.5K 180 -399 -69%
GKIM
949
GW&K Investment Management
Massachusetts
$18K 179 -4 -2%
TPWA
950
Twin Peaks Wealth Advisors
California
$16.3K 177 +177 New