IRM icon

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
T
976
Tidemark
California
$12.8K
MSFP
977
Mark Sheptoff Financial Planning
Connecticut
$12.6K
SC
978
SouthState Corp
Florida
$12.4K
MCM
979
Manchester Capital Management
Vermont
$12.1K
MFT
980
Moisand Fitzgerald Tamayo
Florida
$11.6K
BFPW
981
BOK Financial Private Wealth
Colorado
$11.2K
BGAI
982
Bruce G. Allen Investments
Colorado
$11.1K
LI
983
LRI Investments
Florida
$10.9K
Kayne Anderson Rudnick Investment Management
984
Kayne Anderson Rudnick Investment Management
California
$10.7K
1IA
985
1620 Investment Advisors
Massachusetts
$10.3K
CWIG
986
Chung Wu Investment Group
Texas
$10.3K
RTL
987
Red Tortoise LLC
Georgia
$9.64K
CFD
988
Creative Financial Designs
Indiana
$9.23K
RF
989
Rossby Financial
Florida
$9.23K
ACM
990
Anfield Capital Management
California
$9.03K
ADL
991
Asset Dedication LLC
California
$8.72K
STB
992
S&T Bank
Pennsylvania
$7.69K
DWM
993
Dogwood Wealth Management
Kansas
$7.37K
MSWA
994
Marshall & Sterling Wealth Advisors
New York
$6.87K
PWA
995
Physician Wealth Advisors
Utah
$6.7K
GBT
996
Grove Bank & Trust
Florida
$6.56K
HHMI
997
Howard Hughes Medical Institute
Maryland
$6.46K
FMTCOCP
998
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
MSWM
999
Mowery & Schoenfeld Wealth Management
Illinois
$5.03K
HNW
1000
High Note Wealth
Minnesota
$4.82K