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Iron Mountain

1,011 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, 366 increasing their positions, 390 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: 1,0391,011 (-28)

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
1,011
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
AIC
301
Aurora Investment Counsel
Georgia
$2.67M
SCM
302
Shelton Capital Management
Colorado
$2.62M
AACA
303
American Assets Capital Advisers
California
$2.49M
ISFAN
304
Investor's Fiduciary Advisor Network
Washington
$2.48M
CBT
305
CoreFirst Bank & Trust
Kansas
$2.45M
NI
306
Nepsis Inc
Minnesota
$2.44M
PI
307
PFG Investments
New York
$2.44M
WAM
308
Wolverine Asset Management
Illinois
$2.43M
SCA
309
Sippican Capital Advisors
Massachusetts
$2.4M
GM
310
GeoWealth Management
Illinois
$2.39M
CIA
311
Capital Investment Advisors
Georgia
$2.37M
NW
312
Naviter Wealth
Arkansas
$2.36M
FMI
313
F/M Investments
District of Columbia
$2.36M
SYBT
314
Stock Yards Bank & Trust
Kentucky
$2.35M
TRSOTSOK
315
Teachers Retirement System of the State of Kentucky
Kentucky
$2.34M
AF
316
Avanza Fonder
Sweden
$2.31M
AA
317
Ancora Advisors
Ohio
$2.29M
BEI
318
Benjamin Edwards Inc
Missouri
$2.29M
TE
319
Tema ETFs
New York
$2.28M
P
320
&Partners
Tennessee
$2.27M
AM
321
AGF Management
Ontario, Canada
$2.26M
Fifth Third Bancorp
322
Fifth Third Bancorp
Ohio
$2.26M
EAM
323
Erste Asset Management
Austria
$2.25M
VCA
324
Verdence Capital Advisors
Maryland
$2.21M
KIA
325
KCM Investment Advisors
California
$2.17M