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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
WPA
1001
Wealth Preservation Advisors
Tennessee
$4.72K
CPG
1002
Cornerstone Planning Group
New Jersey
$4.59K
CWM
1003
Copia Wealth Management
Oregon
$4.31K
HFS
1004
Hantz Financial Services
Michigan
$4K
SO
1005
Sierra Ocean
California
$3.91K
CIAS
1006
CBIZ Investment Advisory Services
Ohio
$3.82K
WCM
1007
WealthTrak Capital Management
Virginia
$3.08K
HCM
1008
Hollencrest Capital Management
California
$2.98K
TCA
1009
Trifecta Capital Advisors
Illinois
$2.77K
HIW
1010
Holos Integrated Wealth
Pennsylvania
$2.62K
SFCL
1011
Strengthening Families & Communities LLC
Massachusetts
$2.46K
PA
1012
Pineridge Advisors
Missouri
$2.26K
PWA
1013
Principia Wealth Advisory
Texas
$2.26K
OAJ
1014
Ogorek Anthony Joseph
New York
$2K
T
1015
TOBAM
France
$2K
PIS
1016
POM Investment Strategies
North Carolina
$1.98K
AWM
1017
Activest Wealth Management
Florida
$1.74K
TIM
1018
Tortoise Investment Management
New York
$1.74K
KG
1019
Kilter Group
New York
$1.54K
MEG
1020
Millstone Evans Group
Colorado
$1.44K
CT
1021
Clearstead Trust
Maine
$1.23K
HFS
1022
Hughes Financial Services
Virginia
$1.17K
AP
1023
Aspect Partners
Virginia
$1.13K
RWM
1024
Rialto Wealth Management
New York
$1.03K
QWM
1025
Quaker Wealth Management
New Jersey
$1.03K