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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$103M
Puts
$110M
Net Calls
Net Calls Change

Top Sellers

1 -$127M
2 -$54.9M
3 -$54.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.6M
5
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
251
Steward Partners Investment Advisory
New York
$4.11M
Rafferty Asset Management
252
Rafferty Asset Management
New York
$4.05M
VPIM
253
Vanguard Personalized Indexing Management
California
$3.99M
TLP
254
Trinity Legacy Partners
Texas
$3.98M
SFI
255
Siemens Fonds Invest
Germany
$3.97M
WP
256
Woodline Partners
California
$3.97M
SOAMC
257
Spirit of America Management Corp
New York
$3.97M
Qube Research & Technologies (QRT)
258
Qube Research & Technologies (QRT)
United Kingdom
$3.94M
Teacher Retirement System of Texas
259
Teacher Retirement System of Texas
Texas
$3.94M
Cerity Partners
260
Cerity Partners
New York
$3.89M
Janus Henderson Group
261
Janus Henderson Group
United Kingdom
$3.82M
OSAM
262
O'Shaughnessy Asset Management
Connecticut
$3.78M
RCA
263
Ranch Capital Advisors
Florida
$3.77M
ATIA
264
American Trust Investment Advisors
New Hampshire
$3.7M
Pathstone Holdings
265
Pathstone Holdings
New Jersey
$3.6M
IIM
266
Intact Investment Management
Quebec, Canada
$3.59M
CWP
267
Cyndeo Wealth Partners
Florida
$3.49M
WA
268
Waverly Advisors
Alabama
$3.46M
HC
269
Hourglass Capital
Texas
$3.45M
OPERF
270
Oregon Public Employees Retirement Fund
Oregon
$3.44M
JWCA
271
J.W. Cole Advisors
Florida
$3.42M
VVP
272
Venture Visionary Partners
Ohio
$3.38M
BCV
273
Banque Cantonale Vaudoise
Switzerland
$3.32M
ST
274
Smithfield Trust
Pennsylvania
$3.31M
MOACM
275
Mutual of America Capital Management
New York
$3.26M