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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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 -$127M
2 -$54.9M
3 -$54.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.6M
5
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
301
PFG Investments
New York
$2.44M
WAM
302
Wolverine Asset Management
Illinois
$2.43M
SCA
303
Sippican Capital Advisors
Massachusetts
$2.4M
GM
304
GeoWealth Management
Illinois
$2.39M
CIA
305
Capital Investment Advisors
Georgia
$2.37M
NW
306
Naviter Wealth
Arkansas
$2.36M
FMI
307
F/M Investments
District of Columbia
$2.36M
SYBT
308
Stock Yards Bank & Trust
Kentucky
$2.35M
TRSOTSOK
309
Teachers Retirement System of the State of Kentucky
Kentucky
$2.34M
AF
310
Avanza Fonder
Sweden
$2.31M
AA
311
Ancora Advisors
Ohio
$2.29M
BEI
312
Benjamin Edwards Inc
Missouri
$2.29M
TE
313
Tema ETFs
New York
$2.28M
P
314
&Partners
Tennessee
$2.27M
AM
315
AGF Management
Ontario, Canada
$2.26M
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$2.26M
EAM
317
Erste Asset Management
Austria
$2.25M
VCA
318
Verdence Capital Advisors
Maryland
$2.21M
KIA
319
KCM Investment Advisors
California
$2.17M
FT
320
Fiduciary Trust
Massachusetts
$2.17M
HT
321
Heritage Trust
Oklahoma
$2.16M
PAMP
322
Polar Asset Management Partners
Ontario, Canada
$2.13M
GCM
323
Gables Capital Management
Florida
$2.12M
ECM
324
Everence Capital Management
Indiana
$2.11M
Lido Advisors
325
Lido Advisors
California
$2.11M