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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 %
PWA
951
Provenance Wealth Advisors
Florida
$19.4K
WA
952
WPG Advisers
Maryland
$19.1K +$12.3K +120 +182%
CMP
953
Coston McIsaac & Partners
Maine
$19K +$202 +2 +1%
OC
954
Oakworth Capital
Alabama
$18.5K -$40.9K -399 -69%
GKIM
955
GW&K Investment Management
Massachusetts
$18K -$402 -4 -2%
TPWA
956
Twin Peaks Wealth Advisors
California
$16.3K +$16.3K +177 New
HWM
957
Hemington Wealth Management
Virginia
$16K -$98 -1 -0.6%
RWM
958
RMG Wealth Management
Wisconsin
$14.9K +$14.9K +150 New
PCA
959
PMV Capital Advisers
Texas
$14.4K +$14.4K +140 New
PPC
960
Park Place Capital
Alabama
$14.1K
BIA
961
Bell Investment Advisors
California
$14.1K +$615 +6 +5%
AAG
962
Accordant Advisory Group
Maryland
$14.1K
WW
963
Winnow Wealth
Texas
$14.1K +$13.3K +130 +1,857%
MCM
964
MV Capital Management
Maryland
$13.4K +$1.33K +13 +11%
BA
965
Bellwether Advisors
Nebraska
$13.1K
T
966
Tidemark
California
$12.8K
MSFP
967
Mark Sheptoff Financial Planning
Connecticut
$12.6K
SC
968
SouthState Corp
Florida
$12.4K -$821 -8 -6%
MCM
969
Manchester Capital Management
Vermont
$12.1K +$205 +2 +2%
MFT
970
Moisand Fitzgerald Tamayo
Florida
$11.6K
BFPW
971
BOK Financial Private Wealth
Colorado
$11.2K +$11.2K +109 New
BGAI
972
Bruce G. Allen Investments
Colorado
$11.1K +$6.87K +67 +163%
LI
973
LRI Investments
Florida
$10.9K
Kayne Anderson Rudnick Investment Management
974
Kayne Anderson Rudnick Investment Management
California
$10.7K +$410 +4 +4%
1IA
975
1620 Investment Advisors
Massachusetts
$10.3K +$4.51K +44 +79%