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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 %
CWIG
976
Chung Wu Investment Group
Texas
$10.3K +$10.3K +100 New
RTL
977
Red Tortoise LLC
Georgia
$9.64K
CFD
978
Creative Financial Designs
Indiana
$9.23K
RF
979
Rossby Financial
Florida
$9.23K +$9.23K +90 New
ACM
980
Anfield Capital Management
California
$9.03K
ADL
981
Asset Dedication LLC
California
$8.72K
STB
982
S&T Bank
Pennsylvania
$7.69K
DWM
983
Dogwood Wealth Management
Kansas
$7.37K +$5.38K +54 +270%
MSWA
984
Marshall & Sterling Wealth Advisors
New York
$6.87K -$205 -2 -3%
PWA
985
Physician Wealth Advisors
Utah
$6.7K +$3.4K +33 +103%
GBT
986
Grove Bank & Trust
Florida
$6.56K +$2.97K +29 +83%
HHMI
987
Howard Hughes Medical Institute
Maryland
$6.46K +$6.46K +63 New
FMTCOCP
988
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
MSWM
989
Mowery & Schoenfeld Wealth Management
Illinois
$5.03K
HNW
990
High Note Wealth
Minnesota
$4.82K -$1.03K -10 -18%
WPA
991
Wealth Preservation Advisors
Tennessee
$4.72K
CPG
992
Cornerstone Planning Group
New Jersey
$4.59K +$2.2K +23 +92%
CWM
993
Copia Wealth Management
Oregon
$4.31K
HFS
994
Hantz Financial Services
Michigan
$4K +$3.26K +31 +443%
SO
995
Sierra Ocean
California
$3.91K
CIAS
996
CBIZ Investment Advisory Services
Ohio
$3.82K +$2.07K +20 +118%
WCM
997
WealthTrak Capital Management
Virginia
$3.08K +$513 +5 +20%
HCM
998
Hollencrest Capital Management
California
$2.98K
TCA
999
Trifecta Capital Advisors
Illinois
$2.77K
HIW
1000
Holos Integrated Wealth
Pennsylvania
$2.62K