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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
IWM
951
IMG Wealth Management
Florida
$25K
NC
952
NewSquare Capital
Pennsylvania
$24.4K
C
953
Covestor
United Kingdom
$23K
PWAM
954
Private Wealth Asset Management
Iowa
$22.1K
CCM
955
Chilton Capital Management
Texas
$21K
Lazard Asset Management
956
Lazard Asset Management
New York
$21K
FMII
957
Farmers & Merchants Investments Inc
Nebraska
$20.6K
SSG
958
Summit Securities Group
New York
$20.4K
RA
959
Rise Advisors
New York
$19.9K
PWA
960
Provenance Wealth Advisors
Florida
$19.4K
WA
961
WPG Advisers
Maryland
$19.1K
CMP
962
Coston McIsaac & Partners
Maine
$19K
OC
963
Oakworth Capital
Alabama
$18.5K
GKIM
964
GW&K Investment Management
Massachusetts
$18K
CAM
965
Chesapeake Asset Management
New York
$17.4K
TPWA
966
Twin Peaks Wealth Advisors
California
$16.3K
HWM
967
Hemington Wealth Management
Virginia
$16K
RWM
968
RMG Wealth Management
Wisconsin
$14.9K
PCA
969
PMV Capital Advisers
Texas
$14.4K
PPC
970
Park Place Capital
Alabama
$14.1K
BIA
971
Bell Investment Advisors
California
$14.1K
AAG
972
Accordant Advisory Group
Maryland
$14.1K
WW
973
Winnow Wealth
Texas
$14.1K
MCM
974
MV Capital Management
Maryland
$13.4K
BA
975
Bellwether Advisors
Nebraska
$13.1K