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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
251
Werlinich Asset Management
Connecticut
$5.31M
NAAA
252
New Age Alpha Advisors
New York
$5.27M
HWAM
253
Hennion & Walsh Asset Management
New Jersey
$5.21M
FNT
254
First National Trust
Pennsylvania
$5.17M
VLKIM
255
Van Lanschot Kempen Investment Management
Netherlands
$5.15M
AAM
256
Advisors Asset Management
Colorado
$5.15M
NIA
257
NIA Impact Advisors
California
$5.09M
Wealth Enhancement Advisory Services
258
Wealth Enhancement Advisory Services
Minnesota
$5.09M
VPIM
259
Vanguard Personalized Indexing Management
California
$5.05M
URS
260
Utah Retirement Systems
Utah
$4.87M
RCM
261
RB Capital Management
Nevada
$4.84M
EI
262
Ethic Inc
New York
$4.69M
OSAM
263
O'Shaughnessy Asset Management
Connecticut
$4.66M
PFSRSONJ
264
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.61M
SPIA
265
Steward Partners Investment Advisory
New York
$4.57M
NYLIM
266
New York Life Investment Management
New York
$4.51M
TLP
267
Trinity Legacy Partners
Texas
$4.43M
Jones Financial Companies
268
Jones Financial Companies
Missouri
$4.38M
Baird Financial Group
269
Baird Financial Group
Wisconsin
$4.36M
PDN
270
Pensionfund DSM Netherlands
Netherlands
$4.34M
VVP
271
Venture Visionary Partners
Ohio
$4.31M
RIM
272
Rakuten Investment Management
Japan
$4.28M
MC
273
Moors & Cabot
Massachusetts
$4.22M
BCIM
274
British Columbia Investment Management
British Columbia, Canada
$4.16M
HIC
275
Holderness Investments Company
North Carolina
$4.12M