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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
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
VOYA Investment Management
226
VOYA Investment Management
Georgia
$4.84M
PGFC
227
Peapack-Gladstone Financial Corp
New Jersey
$4.79M
Man Group
228
Man Group
United Kingdom
$4.76M
P
229
PensionDanmark
Denmark
$4.74M
VLKIM
230
Van Lanschot Kempen Investment Management
Netherlands
$4.65M
Wealth Enhancement Advisory Services
231
Wealth Enhancement Advisory Services
Minnesota
$4.64M
HWAM
232
Hennion & Walsh Asset Management
New Jersey
$4.63M
AB
233
Amalgamated Bank
New York
$4.56M
Skandinaviska Enskilda Banken (SEB)
234
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.49M
WHRC
235
W.H. Reaves & Co
New Jersey
$4.47M
First Trust Advisors
236
First Trust Advisors
Illinois
$4.45M
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$4.34M
WAM
238
Werlinich Asset Management
Connecticut
$4.33M
NIA
239
NIA Impact Advisors
California
$4.31M
FAF
240
Fjarde Ap-fonden
Sweden
$4.26M
FNT
241
First National Trust
Pennsylvania
$4.25M
QCM
242
QRG Capital Management
Illinois
$4.22M
WP
243
Woodline Partners
California
$4.18M
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.15M
X
245
Xponance
Pennsylvania
$4.06M
AAM
246
Advisors Asset Management
Colorado
$4.05M
URS
247
Utah Retirement Systems
Utah
$4.02M
EI
248
Ethic Inc
New York
$4M
Cerity Partners
249
Cerity Partners
New York
$3.98M
SI
250
Sora Investors
Pennsylvania
$3.93M