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Iron Mountain

1,008 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 365 increasing their positions, 389 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0371,008 (-29)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,008
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
251
WealthTrust Axiom
Pennsylvania
$4.32M
VRM
252
Vectors Research Management
New York
$4.24M
HIC
253
Holderness Investments Company
North Carolina
$4.22M
N
254
Natixis
France
$4.17M
SPIA
255
Steward Partners Investment Advisory
New York
$4.11M
Rafferty Asset Management
256
Rafferty Asset Management
New York
$4.05M
VPIM
257
Vanguard Personalized Indexing Management
California
$3.99M
TLP
258
Trinity Legacy Partners
Texas
$3.98M
SFI
259
Siemens Fonds Invest
Germany
$3.97M
WP
260
Woodline Partners
California
$3.97M
SOAMC
261
Spirit of America Management Corp
New York
$3.97M
Qube Research & Technologies (QRT)
262
Qube Research & Technologies (QRT)
United Kingdom
$3.94M
Teacher Retirement System of Texas
263
Teacher Retirement System of Texas
Texas
$3.94M
Cerity Partners
264
Cerity Partners
New York
$3.89M
Janus Henderson Group
265
Janus Henderson Group
United Kingdom
$3.82M
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$3.78M
RCA
267
Ranch Capital Advisors
Florida
$3.77M
ATIA
268
American Trust Investment Advisors
New Hampshire
$3.7M
Pathstone Holdings
269
Pathstone Holdings
New Jersey
$3.6M
IIM
270
Intact Investment Management
Quebec, Canada
$3.59M
CWP
271
Cyndeo Wealth Partners
Florida
$3.49M
WA
272
Waverly Advisors
Alabama
$3.46M
HC
273
Hourglass Capital
Texas
$3.45M
OPERF
274
Oregon Public Employees Retirement Fund
Oregon
$3.44M
JWCA
275
J.W. Cole Advisors
Florida
$3.42M