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Iron Mountain

1,035 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, 391 increasing their positions, 354 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

5% more funds holding

Funds holding: 9871,035 (+48)

2.08% more ownership

Funds ownership: 82.2%84.28% (+2.1%)

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,035
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
TSMHT
926
Thurston Springer Miller Herd & Titak
Indiana
$41K
AWM
927
AllSquare Wealth Management
New York
$40.5K
VCM
928
Versant Capital Management
Arizona
$38.9K
SS
929
Sunbelt Securities
Texas
$37.8K
T
930
Transce3nd
Texas
$37.1K
PWM
931
Parkworth Wealth Management
California
$36.8K
LWCFA
932
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$36.4K
PSB
933
Piscataqua Savings Bank
New Hampshire
$36.2K
BCWM
934
Bartlett & Co Wealth Management
Ohio
$34.1K
CSPIA
935
Cary Street Partners Investment Advisory
Virginia
$33.5K
GGI
936
Godsey & Gibb Inc
Virginia
$33.3K
MIA
937
MeadowBrook Investment Advisors
Michigan
$32.8K
FNWA
938
Financial Network Wealth Advisors
Utah
$30.8K
CWM
939
Cranbrook Wealth Management
Michigan
$30.8K
IWP
940
IAG Wealth Partners
Wisconsin
$30.3K
NFSG
941
Newbridge Financial Services Group
Florida
$28.6K
CPBTD
942
Central Pacific Bank - Trust Division
Hawaii
$28.5K
WBC
943
West Branch Capital
Massachusetts
$28.2K
TIM
944
Thompson Investment Management
Wisconsin
$27.1K
HCA
945
Harbor Capital Advisors
Illinois
$27K
OWP
946
ORG Wealth Partners
Texas
$26.8K
BCMLT
947
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.7K
PP
948
PFS Partners
New Jersey
$25.6K
HHGA
949
Halbert Hargrove Global Advisors
California
$25.6K
MAM
950
Meeder Asset Management
Ohio
$25.4K