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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
13.75%
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.83B +$24.5M +239,153 +0.5%
BlackRock
2
BlackRock
New York
$3.21B -$405M -3,944,152 -11%
State Street
3
State Street
Massachusetts
$1.74B +$10.8M +104,524 +0.6%
Cohen & Steers
4
Cohen & Steers
New York
$1.41B +$29.4M +286,729 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$826M -$20.1M -196,665 -2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$687M +$145M +1,410,684 +27%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$440M +$3.73M +36,349 +0.9%
Invesco
8
Invesco
Georgia
$440M +$148M +1,440,629 +51%
Norges Bank
9
Norges Bank
Norway
$419M +$419M +4,089,466 New
Northern Trust
10
Northern Trust
Illinois
$417M -$20.5M -199,516 -5%
Charles Schwab
11
Charles Schwab
California
$372M +$14.2M +138,329 +4%
Morgan Stanley
12
Morgan Stanley
New York
$360M +$12M +117,444 +3%
Deutsche Bank
13
Deutsche Bank
Germany
$352M +$29.2M +284,654 +9%
Legal & General Group
14
Legal & General Group
United Kingdom
$337M +$10.2M +99,278 +3%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$303M +$20.8M +202,460 +7%
Principal Financial Group
16
Principal Financial Group
Iowa
$265M +$172M +1,680,672 +186%
Pictet Asset Management
17
Pictet Asset Management
Switzerland
$254M -$95K -926 -0%
CAM
18
Contour Asset Management
New York
$240M +$93.1M +908,098 +64%
Capital World Investors
19
Capital World Investors
California
$217M
NL
20
Nuveen LLC
North Carolina
$211M -$18.4M -179,411 -8%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$210M +$158M +1,544,866 +310%
CIM
22
Centersquare Investment Management
Pennsylvania
$208M +$2.31M +22,479 +1%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$202M -$9.08M -88,562 -4%
Prudential Financial
24
Prudential Financial
New Jersey
$200M +$61.7M +601,290 +45%
Goldman Sachs
25
Goldman Sachs
New York
$193M -$9.74M -94,951 -5%