IRM icon

Iron Mountain

1,029 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, 353 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: 353

43% less call options, than puts

Call options by funds: $102M | Put options by funds: $179M

Holders
1,029
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
WCM
1001
WealthTrak Capital Management
Virginia
$3.08K
HCM
1002
Hollencrest Capital Management
California
$2.98K
TCA
1003
Trifecta Capital Advisors
Illinois
$2.77K
HIW
1004
Holos Integrated Wealth
Pennsylvania
$2.62K
SFCL
1005
Strengthening Families & Communities LLC
Massachusetts
$2.46K
PA
1006
Pineridge Advisors
Missouri
$2.26K
PWA
1007
Principia Wealth Advisory
Texas
$2.26K
T
1008
TOBAM
France
$2K
OAJ
1009
Ogorek Anthony Joseph
New York
$2K
PIS
1010
POM Investment Strategies
North Carolina
$1.98K
AWM
1011
Activest Wealth Management
Florida
$1.74K
TIM
1012
Tortoise Investment Management
New York
$1.74K
KG
1013
Kilter Group
New York
$1.54K
MEG
1014
Millstone Evans Group
Colorado
$1.44K
CT
1015
Clearstead Trust
Maine
$1.23K
HFS
1016
Hughes Financial Services
Virginia
$1.17K
AP
1017
Aspect Partners
Virginia
$1.13K
RWM
1018
Rialto Wealth Management
New York
$1.03K
QWM
1019
Quaker Wealth Management
New Jersey
$1.03K
CAL
1020
Capital Advisors Ltd
Ohio
$1K
CT
1021
Colonial Trust
South Carolina
$923
ACA
1022
American Capital Advisory
Idaho
$821
SC
1023
Stephens Consulting
Michigan
$821
TFM
1024
TFC Financial Management
Massachusetts
$718
WWM
1025
Wolff Wiese Magana
California
$513