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