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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
TSW
251
Thompson Siegel & Walmsley
Virginia
$3.84M
RFM
252
Royal Fund Management
Florida
$3.82M
TC
253
TwinBeech Capital
New York
$3.81M
Baird Financial Group
254
Baird Financial Group
Wisconsin
$3.81M
YCM
255
Yousif Capital Management
Michigan
$3.81M
PFSRSONJ
256
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.73M
VPIM
257
Vanguard Personalized Indexing Management
California
$3.66M
NYLIM
258
New York Life Investment Management
New York
$3.57M
SPIA
259
Steward Partners Investment Advisory
New York
$3.56M
MC
260
Moors & Cabot
Massachusetts
$3.52M
HIC
261
Holderness Investments Company
North Carolina
$3.38M
TLP
262
Trinity Legacy Partners
Texas
$3.28M
Connor, Clark & Lunn Investment Management (CC&L)
263
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.27M
WA
264
WealthTrust Axiom
Pennsylvania
$3.26M
Squarepoint
265
Squarepoint
New York
$3.22M
RIM
266
Rakuten Investment Management
Japan
$3.21M
Fidelity International
267
Fidelity International
Bermuda
$3.21M
GAM
268
Gotham Asset Management
New York
$3.2M
PDN
269
Pensionfund DSM Netherlands
Netherlands
$3.19M
Rafferty Asset Management
270
Rafferty Asset Management
New York
$3.17M
Janus Henderson Group
271
Janus Henderson Group
United Kingdom
$3.15M
RCA
272
Ranch Capital Advisors
Florida
$3.15M
SOAMC
273
Spirit of America Management Corp
New York
$3.14M
VRM
274
Vectors Research Management
New York
$3.12M
Truist Financial
275
Truist Financial
North Carolina
$3.06M