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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
BCWM
926
Bartlett & Co Wealth Management
Ohio
$34.1K
CSPIA
927
Cary Street Partners Investment Advisory
Virginia
$33.5K
GGI
928
Godsey & Gibb Inc
Virginia
$33.3K
MIA
929
MeadowBrook Investment Advisors
Michigan
$32.8K
FNWA
930
Financial Network Wealth Advisors
Utah
$30.8K
CWM
931
Cranbrook Wealth Management
Michigan
$30.8K
IWP
932
IAG Wealth Partners
Wisconsin
$30.3K
NFSG
933
Newbridge Financial Services Group
Florida
$28.6K
CPBTD
934
Central Pacific Bank - Trust Division
Hawaii
$28.5K
WBC
935
West Branch Capital
Massachusetts
$28.2K
TIM
936
Thompson Investment Management
Wisconsin
$27.1K
HCA
937
Harbor Capital Advisors
Illinois
$27K
OWP
938
ORG Wealth Partners
Texas
$26.8K
BCMLT
939
Beacon Capital Management LLC (Tennessee)
Tennessee
$26.7K
HHGA
940
Halbert Hargrove Global Advisors
California
$25.6K
PP
941
PFS Partners
New Jersey
$25.6K
MAM
942
Meeder Asset Management
Ohio
$25.4K
IWM
943
IMG Wealth Management
Florida
$25K
NC
944
NewSquare Capital
Pennsylvania
$24.4K
C
945
Covestor
United Kingdom
$23K
PWAM
946
Private Wealth Asset Management
Iowa
$22.1K
CCM
947
Chilton Capital Management
Texas
$21K
Lazard Asset Management
948
Lazard Asset Management
New York
$21K
FMII
949
Farmers & Merchants Investments Inc
Nebraska
$20.6K
SSG
950
Summit Securities Group
New York
$20.4K