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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
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
CWP
301
Cyndeo Wealth Partners
Florida
$2.48M
Bessemer Group
302
Bessemer Group
New Jersey
$2.38M
DBIA
303
Dumont & Blake Investment Advisors
New Jersey
$2.37M
SFI
304
Siemens Fonds Invest
Germany
$2.36M
Public Employees Retirement Association of Colorado
305
Public Employees Retirement Association of Colorado
Colorado
$2.35M
HT
306
Heritage Trust
Oklahoma
$2.31M
CC
307
Courier Capital
New York
$2.29M
AIC
308
Aurora Investment Counsel
Georgia
$2.27M
SCM
309
Sage Capital Management
New Jersey
$2.26M
IAA
310
Independent Advisor Alliance
North Carolina
$2.22M
BMSSC
311
B. Metzler seel. Sohn & Co
Germany
$2.2M
AM
312
AGF Management
Ontario, Canada
$2.18M
Lido Advisors
313
Lido Advisors
California
$2.14M
SCM
314
Shelton Capital Management
Colorado
$2.13M
PI
315
PFG Investments
New York
$2.1M
NA
316
NewEdge Advisors
Louisiana
$2.08M
IMCOOI
317
Investment Management Corp of Ontario (IMCO)
Canada
$2.07M
US Bancorp
318
US Bancorp
Minnesota
$2.03M
YIH
319
Y-Intercept (HK)
Hong Kong
$2.01M
WAM
320
Wolverine Asset Management
Illinois
$1.98M
PPW
321
Pasadena Private Wealth
California
$1.95M
I
322
InceptionR
California
$1.95M
WBC
323
Westpac Banking Corp
Australia
$1.94M
SCA
324
Sippican Capital Advisors
Massachusetts
$1.93M
NI
325
Nepsis Inc
Minnesota
$1.92M