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Iron Mountain

1,029 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, 353 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: 353

43% less call options, than puts

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

Holders
1,029
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
FMII
951
Farmers & Merchants Investments Inc
Nebraska
$20.6K
SSG
952
Summit Securities Group
New York
$20.4K
RA
953
Rise Advisors
New York
$19.9K
PWA
954
Provenance Wealth Advisors
Florida
$19.4K
WA
955
WPG Advisers
Maryland
$19.1K
CMP
956
Coston McIsaac & Partners
Maine
$19K
OC
957
Oakworth Capital
Alabama
$18.5K
GKIM
958
GW&K Investment Management
Massachusetts
$18K
CAM
959
Chesapeake Asset Management
New York
$17.4K
TPWA
960
Twin Peaks Wealth Advisors
California
$16.3K
HWM
961
Hemington Wealth Management
Virginia
$16K
RWM
962
RMG Wealth Management
Wisconsin
$14.9K
PCA
963
PMV Capital Advisers
Texas
$14.4K
PPC
964
Park Place Capital
Alabama
$14.1K
BIA
965
Bell Investment Advisors
California
$14.1K
AAG
966
Accordant Advisory Group
Maryland
$14.1K
WW
967
Winnow Wealth
Texas
$14.1K
MCM
968
MV Capital Management
Maryland
$13.4K
BA
969
Bellwether Advisors
Nebraska
$13.1K
T
970
Tidemark
California
$12.8K
MSFP
971
Mark Sheptoff Financial Planning
Connecticut
$12.6K
SC
972
SouthState Corp
Florida
$12.4K
MCM
973
Manchester Capital Management
Vermont
$12.1K
MFT
974
Moisand Fitzgerald Tamayo
Florida
$11.6K
BFPW
975
BOK Financial Private Wealth
Colorado
$11.2K