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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
LFA
1026
LGT Financial Advisors
Texas
$308
BHWM
1027
Beaird Harris Wealth Management
Texas
$308
DF
1028
DecisionPoint Financial
Arizona
$200
PWMG
1029
Private Wealth Management Group
New Jersey
$103
RWS
1030
Retirement Wealth Solutions
Wisconsin
$19
LIMS
1031
Lasalle Investment Management Securities
Maryland
Two Sigma Investments
1032
Two Sigma Investments
New York
CSS
1033
Cubist Systematic Strategies
Connecticut
Renaissance Technologies
1034
Renaissance Technologies
New York
BS
1035
Banco Santander
Spain
BHC
1036
Bowen Hanes & Co
Florida
Nomura Holdings
1037
Nomura Holdings
Japan
CF
1038
Corebridge Financial
Texas
FC
1039
FORA Capital
Florida
AG
1040
Algert Global
California
CIG
1041
CHB Investment Group
Pennsylvania
EA
1042
Ellsworth Advisors
Ohio
ET
1043
Entropy Technologies
New York
AIM
1044
Aigen Investment Management
New York
QC
1045
Quadrature Capital
United Kingdom
DM
1046
Delphi Management
Massachusetts
VIA
1047
Virtus Investment Advisers
Connecticut
Vontobel Holding
1048
Vontobel Holding
Switzerland
GS
1049
GWN Securities
Florida
CIM
1050
Contravisory Investment Management
Massachusetts