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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
TC
1051
TownSquare Capital
Utah
HBT
1052
Heartland Bank & Trust
Illinois
USAA
1053
United Services Automobile Association
Texas
NICM
1054
Neo Ivy Capital Management
New York
BFM
1055
Boothbay Fund Management
New York
DFCM
1056
Dark Forest Capital Management
Puerto Rico
FC
1057
Farringdon Capital
United Kingdom
MYAM
1058
Meiji Yasuda Asset Management
Japan
TL
1059
Tradewinds LLC
North Carolina
MGP
1060
M&G plc
United Kingdom
NI
1061
NCP Inc
California
AC
1062
Aristeia Capital
Connecticut
CGL
1063
Clarius Group LLC
Washington
RSWA
1064
Robinson Smith Wealth Advisors
Maine
ARC
1065
Advisor Resource Council
Texas
BSTWA
1066
Blake Schutter Theil Wealth Advisors
Ohio
CCG
1067
Cypress Capital Group
Florida
CNBT
1068
Canandaigua National Bank & Trust
New York
BAM
1069
Belpointe Asset Management
Nevada
AIP
1070
Arrowpoint Investment Partners
Singapore
TPM
1071
Triasima Portfolio Management
Quebec, Canada
A
1072
Argentarii
Ohio
PBK
1073
Peoples Bank (Kansas)
Kansas
HCP
1074
Hexagon Capital Partners
Arkansas
PMFA
1075
Plante Moran Financial Advisors
Michigan