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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
AB
251
Amalgamated Bank
New York
$5.44M
WAM
252
Werlinich Asset Management
Connecticut
$5.31M
NAAA
253
New Age Alpha Advisors
New York
$5.27M
HWAM
254
Hennion & Walsh Asset Management
New Jersey
$5.21M
FNT
255
First National Trust
Pennsylvania
$5.17M
VLKIM
256
Van Lanschot Kempen Investment Management
Netherlands
$5.15M
AAM
257
Advisors Asset Management
Colorado
$5.15M
NIA
258
NIA Impact Advisors
California
$5.09M
Wealth Enhancement Advisory Services
259
Wealth Enhancement Advisory Services
Minnesota
$5.09M
VPIM
260
Vanguard Personalized Indexing Management
California
$5.05M
URS
261
Utah Retirement Systems
Utah
$4.87M
RCM
262
RB Capital Management
Nevada
$4.84M
EI
263
Ethic Inc
New York
$4.69M
OSAM
264
O'Shaughnessy Asset Management
Connecticut
$4.66M
PFSRSONJ
265
Police & Firemen's Retirement System of New Jersey
New Jersey
$4.61M
SPIA
266
Steward Partners Investment Advisory
New York
$4.57M
NYLIM
267
New York Life Investment Management
New York
$4.51M
TLP
268
Trinity Legacy Partners
Texas
$4.43M
Jones Financial Companies
269
Jones Financial Companies
Missouri
$4.38M
Baird Financial Group
270
Baird Financial Group
Wisconsin
$4.36M
PDN
271
Pensionfund DSM Netherlands
Netherlands
$4.34M
VVP
272
Venture Visionary Partners
Ohio
$4.31M
RIM
273
Rakuten Investment Management
Japan
$4.28M
NA
274
NewEdge Advisors
Louisiana
$4.27M
MC
275
Moors & Cabot
Massachusetts
$4.22M