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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 %
CSPIA
926
Cary Street Partners Investment Advisory
Virginia
$33.5K +$4.92K +48 +17%
GGI
927
Godsey & Gibb Inc
Virginia
$33.3K
MIA
928
MeadowBrook Investment Advisors
Michigan
$32.8K -$7.18K -70 -18%
FNWA
929
Financial Network Wealth Advisors
Utah
$30.8K
CWM
930
Cranbrook Wealth Management
Michigan
$30.8K
IWP
931
IAG Wealth Partners
Wisconsin
$30.3K
NFSG
932
Newbridge Financial Services Group
Florida
$28.7K +$1.54K +15 +6%
CPBTD
933
Central Pacific Bank - Trust Division
Hawaii
$28.5K +$4.72K +46 +20%
WBC
934
West Branch Capital
Massachusetts
$28.2K
TIM
935
Thompson Investment Management
Wisconsin
$27.1K
HCA
936
Harbor Capital Advisors
Illinois
$27K -$102 -1 -0.4%
OWP
937
ORG Wealth Partners
Texas
$26.8K
BCMLT
938
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.7K
PP
939
PFS Partners
New Jersey
$25.6K
HHGA
940
Halbert Hargrove Global Advisors
California
$25.6K
MAM
941
Meeder Asset Management
Ohio
$25.4K +$14.9K +145 +141%
IWM
942
IMG Wealth Management
Florida
$25K
NC
943
NewSquare Capital
Pennsylvania
$24.4K +$20.9K +204 +600%
C
944
Covestor
United Kingdom
$23K +$4.14K +40 +22%
PWAM
945
Private Wealth Asset Management
Iowa
$22.1K
CCM
946
Chilton Capital Management
Texas
$21K
Lazard Asset Management
947
Lazard Asset Management
New York
$21K -$28.3K -283 -57%
FMII
948
Farmers & Merchants Investments Inc
Nebraska
$20.6K -$410 -4 -2%
SSG
949
Summit Securities Group
New York
$20.4K +$20.4K +199 New
RA
950
Rise Advisors
New York
$19.9K +$205 +2 +1%