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Iron Mountain

1,008 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, 365 increasing their positions, 389 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: 1,0371,008 (-29)

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
1,008
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
AACA
301
American Assets Capital Advisers
California
$2.49M
ISFAN
302
Investor's Fiduciary Advisor Network
Washington
$2.48M
CBT
303
CoreFirst Bank & Trust
Kansas
$2.45M
NI
304
Nepsis Inc
Minnesota
$2.44M
PI
305
PFG Investments
New York
$2.44M
WAM
306
Wolverine Asset Management
Illinois
$2.43M
SCA
307
Sippican Capital Advisors
Massachusetts
$2.4M
GM
308
GeoWealth Management
Illinois
$2.39M
CIA
309
Capital Investment Advisors
Georgia
$2.37M
NW
310
Naviter Wealth
Arkansas
$2.36M
FMI
311
F/M Investments
District of Columbia
$2.36M
SYBT
312
Stock Yards Bank & Trust
Kentucky
$2.35M
TRSOTSOK
313
Teachers Retirement System of the State of Kentucky
Kentucky
$2.34M
AF
314
Avanza Fonder
Sweden
$2.31M
AA
315
Ancora Advisors
Ohio
$2.29M
BEI
316
Benjamin Edwards Inc
Missouri
$2.29M
TE
317
Tema ETFs
New York
$2.28M
P
318
&Partners
Tennessee
$2.27M
AM
319
AGF Management
Ontario, Canada
$2.26M
Fifth Third Bancorp
320
Fifth Third Bancorp
Ohio
$2.26M
EAM
321
Erste Asset Management
Austria
$2.25M
VCA
322
Verdence Capital Advisors
Maryland
$2.21M
KIA
323
KCM Investment Advisors
California
$2.17M
FT
324
Fiduciary Trust
Massachusetts
$2.17M
HT
325
Heritage Trust
Oklahoma
$2.16M