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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
TCA
1001
Trifecta Capital Advisors
Illinois
$2.77K
HIW
1002
Holos Integrated Wealth
Pennsylvania
$2.62K
SFCL
1003
Strengthening Families & Communities LLC
Massachusetts
$2.46K
PA
1004
Pineridge Advisors
Missouri
$2.26K
PWA
1005
Principia Wealth Advisory
Texas
$2.26K
OAJ
1006
Ogorek Anthony Joseph
New York
$2K
T
1007
TOBAM
France
$2K
PIS
1008
POM Investment Strategies
North Carolina
$1.98K
AWM
1009
Activest Wealth Management
Florida
$1.74K
TIM
1010
Tortoise Investment Management
New York
$1.74K
KG
1011
Kilter Group
New York
$1.54K
MEG
1012
Millstone Evans Group
Colorado
$1.44K
CT
1013
Clearstead Trust
Maine
$1.23K
HFS
1014
Hughes Financial Services
Virginia
$1.17K
AP
1015
Aspect Partners
Virginia
$1.13K
RWM
1016
Rialto Wealth Management
New York
$1.03K
QWM
1017
Quaker Wealth Management
New Jersey
$1.03K
CAL
1018
Capital Advisors Ltd
Ohio
$1K
CT
1019
Colonial Trust
South Carolina
$923
ACA
1020
American Capital Advisory
Idaho
$821
SC
1021
Stephens Consulting
Michigan
$821
TFM
1022
TFC Financial Management
Massachusetts
$718
WWM
1023
Wolff Wiese Magana
California
$513
LFA
1024
LGT Financial Advisors
Texas
$308
BHWM
1025
Beaird Harris Wealth Management
Texas
$308