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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 %
SFCL
1001
Strengthening Families & Communities LLC
Massachusetts
$2.46K +$923 +9 +60%
PA
1002
Pineridge Advisors
Missouri
$2.26K
PWA
1003
Principia Wealth Advisory
Texas
$2.26K +$616 +6 +38%
T
1004
TOBAM
France
$2K
OAJ
1005
Ogorek Anthony Joseph
New York
$2K
PIS
1006
POM Investment Strategies
North Carolina
$1.98K
AWM
1007
Activest Wealth Management
Florida
$1.74K -$1.64K -16 -48%
TIM
1008
Tortoise Investment Management
New York
$1.74K +$1.23K +12 +240%
KG
1009
Kilter Group
New York
$1.54K +$1.54K +15 New
MEG
1010
Millstone Evans Group
Colorado
$1.44K
CT
1011
Clearstead Trust
Maine
$1.23K +$1.23K +12 New
HFS
1012
Hughes Financial Services
Virginia
$1.17K -$1.08K -12 -48%
AP
1013
Aspect Partners
Virginia
$1.13K
RWM
1014
Rialto Wealth Management
New York
$1.03K -$1.33K -13 -57%
QWM
1015
Quaker Wealth Management
New Jersey
$1.03K +$1.03K +10 New
CAL
1016
Capital Advisors Ltd
Ohio
$1K -$100 -1 -9%
CT
1017
Colonial Trust
South Carolina
$923 +$513 +5 +125%
ACA
1018
American Capital Advisory
Idaho
$821 +$103 +1 +14%
SC
1019
Stephens Consulting
Michigan
$821 +$821 +8 New
TFM
1020
TFC Financial Management
Massachusetts
$718 +$103 +1 +17%
WWM
1021
Wolff Wiese Magana
California
$513
LFA
1022
LGT Financial Advisors
Texas
$308 +$308 +3 New
BHWM
1023
Beaird Harris Wealth Management
Texas
$308 +$308 +3 New
DF
1024
DecisionPoint Financial
Arizona
$200 +$200 +2 New
PWMG
1025
Private Wealth Management Group
New Jersey
$103