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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
Public Employees Retirement Association of Colorado
301
Public Employees Retirement Association of Colorado
Colorado
$2.35M
HT
302
Heritage Trust
Oklahoma
$2.31M
CC
303
Courier Capital
New York
$2.29M
AIC
304
Aurora Investment Counsel
Georgia
$2.27M
SCM
305
Sage Capital Management
New Jersey
$2.26M
IAA
306
Independent Advisor Alliance
North Carolina
$2.22M
BMSSC
307
B. Metzler seel. Sohn & Co
Germany
$2.2M
AM
308
AGF Management
Ontario, Canada
$2.18M
Lido Advisors
309
Lido Advisors
California
$2.14M
SCM
310
Shelton Capital Management
Colorado
$2.13M
PI
311
PFG Investments
New York
$2.1M
NA
312
NewEdge Advisors
Louisiana
$2.08M
IMCOOI
313
Investment Management Corp of Ontario (IMCO)
Canada
$2.07M
US Bancorp
314
US Bancorp
Minnesota
$2.03M
YIH
315
Y-Intercept (HK)
Hong Kong
$2.01M
WAM
316
Wolverine Asset Management
Illinois
$1.98M
PPW
317
Pasadena Private Wealth
California
$1.95M
I
318
InceptionR
California
$1.95M
WBC
319
Westpac Banking Corp
Australia
$1.94M
SCA
320
Sippican Capital Advisors
Massachusetts
$1.93M
NI
321
Nepsis Inc
Minnesota
$1.92M
CIA
322
Capital Investment Advisors
Georgia
$1.91M
Jones Financial Companies
323
Jones Financial Companies
Missouri
$1.91M
TRSOTSOK
324
Teachers Retirement System of the State of Kentucky
Kentucky
$1.9M
CBT
325
CoreFirst Bank & Trust
Kansas
$1.89M