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Iron Mountain

988 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 320 increasing their positions, 408 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
988
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
226
Man Group
United Kingdom
$4.76M
VLKIM
227
Van Lanschot Kempen Investment Management
Netherlands
$4.65M
Wealth Enhancement Advisory Services
228
Wealth Enhancement Advisory Services
Minnesota
$4.64M
HWAM
229
Hennion & Walsh Asset Management
New Jersey
$4.63M
AB
230
Amalgamated Bank
New York
$4.56M
Skandinaviska Enskilda Banken (SEB)
231
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.49M
WHRC
232
W.H. Reaves & Co
New Jersey
$4.47M
First Trust Advisors
233
First Trust Advisors
Illinois
$4.45M
BCIM
234
British Columbia Investment Management
British Columbia, Canada
$4.34M
WAM
235
Werlinich Asset Management
Connecticut
$4.33M
NIA
236
NIA Impact Advisors
California
$4.31M
FAF
237
Fjarde Ap-fonden
Sweden
$4.26M
FNT
238
First National Trust
Pennsylvania
$4.25M
QCM
239
QRG Capital Management
Illinois
$4.22M
WP
240
Woodline Partners
California
$4.18M
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.15M
X
242
Xponance
Pennsylvania
$4.06M
AAM
243
Advisors Asset Management
Colorado
$4.05M
URS
244
Utah Retirement Systems
Utah
$4.02M
EI
245
Ethic Inc
New York
$4M
Cerity Partners
246
Cerity Partners
New York
$3.98M
SI
247
Sora Investors
Pennsylvania
$3.93M
RCM
248
RB Capital Management
Nevada
$3.92M
DIA
249
Dana Investment Advisors
Wisconsin
$3.91M
BC
250
Burney Company
Virginia
$3.87M