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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 %
HWM
951
Hemington Wealth Management
Virginia
$16K 163 -1 -0.6%
RWM
952
RMG Wealth Management
Wisconsin
$14.9K 150 +150 New
PCA
953
PMV Capital Advisers
Texas
$14.4K 140 +140 New
PPC
954
Park Place Capital
Alabama
$14.1K 141
BIA
955
Bell Investment Advisors
California
$14.1K 137 +6 +5%
AAG
956
Accordant Advisory Group
Maryland
$14.1K 137
WW
957
Winnow Wealth
Texas
$14.1K 137 +130 +1,857%
MCM
958
MV Capital Management
Maryland
$13.4K 131 +13 +11%
BA
959
Bellwether Advisors
Nebraska
$13.1K 128
T
960
Tidemark
California
$12.8K 125
MSFP
961
Mark Sheptoff Financial Planning
Connecticut
$12.6K 123
SC
962
SouthState Corp
Florida
$12.4K 121 -8 -6%
MCM
963
Manchester Capital Management
Vermont
$12.1K 118 +2 +2%
MFT
964
Moisand Fitzgerald Tamayo
Florida
$11.6K 113
BFPW
965
BOK Financial Private Wealth
Colorado
$11.2K 109 +109 New
BGAI
966
Bruce G. Allen Investments
Colorado
$11.1K 108 +67 +163%
LI
967
LRI Investments
Florida
$10.9K 106
Kayne Anderson Rudnick Investment Management
968
Kayne Anderson Rudnick Investment Management
California
$10.7K 104 +4 +4%
1IA
969
1620 Investment Advisors
Massachusetts
$10.3K 100 +44 +79%
CWIG
970
Chung Wu Investment Group
Texas
$10.3K 100 +100 New
RTL
971
Red Tortoise LLC
Georgia
$9.64K 94
CFD
972
Creative Financial Designs
Indiana
$9.23K 90
RF
973
Rossby Financial
Florida
$9.23K 90 +90 New
ACM
974
Anfield Capital Management
California
$9.03K 88
ADL
975
Asset Dedication LLC
California
$8.72K 85