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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
Kayne Anderson Rudnick Investment Management
976
Kayne Anderson Rudnick Investment Management
California
$10.7K
1IA
977
1620 Investment Advisors
Massachusetts
$10.3K
CWIG
978
Chung Wu Investment Group
Texas
$10.3K
RTL
979
Red Tortoise LLC
Georgia
$9.64K
CFD
980
Creative Financial Designs
Indiana
$9.23K
RF
981
Rossby Financial
Florida
$9.23K
ACM
982
Anfield Capital Management
California
$9.03K
ADL
983
Asset Dedication LLC
California
$8.72K
STB
984
S&T Bank
Pennsylvania
$7.69K
DWM
985
Dogwood Wealth Management
Kansas
$7.37K
MSWA
986
Marshall & Sterling Wealth Advisors
New York
$6.87K
PWA
987
Physician Wealth Advisors
Utah
$6.7K
GBT
988
Grove Bank & Trust
Florida
$6.56K
HHMI
989
Howard Hughes Medical Institute
Maryland
$6.46K
FMTCOCP
990
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K
MSWM
991
Mowery & Schoenfeld Wealth Management
Illinois
$5.03K
HNW
992
High Note Wealth
Minnesota
$4.82K
WPA
993
Wealth Preservation Advisors
Tennessee
$4.72K
CPG
994
Cornerstone Planning Group
New Jersey
$4.59K
CWM
995
Copia Wealth Management
Oregon
$4.31K
HFS
996
Hantz Financial Services
Michigan
$4K
SO
997
Sierra Ocean
California
$3.91K
CIAS
998
CBIZ Investment Advisory Services
Ohio
$3.82K
WCM
999
WealthTrak Capital Management
Virginia
$3.08K
HCM
1000
Hollencrest Capital Management
California
$2.98K