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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
RA
951
Rise Advisors
New York
$19.9K
PWA
952
Provenance Wealth Advisors
Florida
$19.4K
WA
953
WPG Advisers
Maryland
$19.1K
CMP
954
Coston McIsaac & Partners
Maine
$19K
OC
955
Oakworth Capital
Alabama
$18.5K
GKIM
956
GW&K Investment Management
Massachusetts
$18K
CAM
957
Chesapeake Asset Management
New York
$17.4K
TPWA
958
Twin Peaks Wealth Advisors
California
$16.3K
HWM
959
Hemington Wealth Management
Virginia
$16K
RWM
960
RMG Wealth Management
Wisconsin
$14.9K
PCA
961
PMV Capital Advisers
Texas
$14.4K
PPC
962
Park Place Capital
Alabama
$14.1K
BIA
963
Bell Investment Advisors
California
$14.1K
AAG
964
Accordant Advisory Group
Maryland
$14.1K
WW
965
Winnow Wealth
Texas
$14.1K
MCM
966
MV Capital Management
Maryland
$13.4K
BA
967
Bellwether Advisors
Nebraska
$13.1K
T
968
Tidemark
California
$12.8K
MSFP
969
Mark Sheptoff Financial Planning
Connecticut
$12.6K
SC
970
SouthState Corp
Florida
$12.4K
MCM
971
Manchester Capital Management
Vermont
$12.1K
MFT
972
Moisand Fitzgerald Tamayo
Florida
$11.6K
BFPW
973
BOK Financial Private Wealth
Colorado
$11.2K
BGAI
974
Bruce G. Allen Investments
Colorado
$11.1K
LI
975
LRI Investments
Florida
$10.9K