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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
301
OP Asset Management
$3.14M
SFI
302
Siemens Fonds Invest
Germany
$3.13M
BPMC
303
Buckland Partners Management Co
New York
$3.09M
BC
304
Burney Company
Virginia
$3.07M
OCM
305
One Capital Management
California
$3.07M
CWP
306
Cyndeo Wealth Partners
Florida
$3.06M
HT
307
Heritage Trust
Oklahoma
$3.04M
Bessemer Group
308
Bessemer Group
New Jersey
$3.02M
JWCA
309
J.W. Cole Advisors
Florida
$3.01M
Rafferty Asset Management
310
Rafferty Asset Management
New York
$2.97M
Public Employees Retirement Association of Colorado
311
Public Employees Retirement Association of Colorado
Colorado
$2.89M
Mirae Asset Global ETFs Holdings
312
Mirae Asset Global ETFs Holdings
Hong Kong
$2.89M
DBIA
313
Dumont & Blake Investment Advisors
New Jersey
$2.88M
BMSSC
314
B. Metzler seel. Sohn & Co
Germany
$2.84M
US Bancorp
315
US Bancorp
Minnesota
$2.79M
SCM
316
Sage Capital Management
New Jersey
$2.73M
GI
317
Gradient Investments
Minnesota
$2.7M
ET
318
Entropy Technologies
New York
$2.7M
IAA
319
Independent Advisor Alliance
North Carolina
$2.63M
XT
320
XTX Topco
Cayman Islands
$2.6M
NS
321
NBC Securities
Alabama
$2.6M
MWA
322
Meridian Wealth Advisors
Texas
$2.59M
MFG
323
Merit Financial Group
Georgia
$2.56M
PAS
324
Park Avenue Securities
New York
$2.53M
VRM
325
Vectors Research Management
New York
$2.51M