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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
CIA
326
Capital Investment Advisors
Georgia
$1.91M
Jones Financial Companies
327
Jones Financial Companies
Missouri
$1.91M
TRSOTSOK
328
Teachers Retirement System of the State of Kentucky
Kentucky
$1.9M
CBT
329
CoreFirst Bank & Trust
Kansas
$1.89M
Fifth Third Bancorp
330
Fifth Third Bancorp
Ohio
$1.89M
ISFAN
331
Investor's Fiduciary Advisor Network
Washington
$1.88M
AF
332
Avanza Fonder
Sweden
$1.88M
SYBT
333
Stock Yards Bank & Trust
Kentucky
$1.86M
AC
334
Allstate Corporation
Illinois
$1.86M
MSU
335
Mizuho Securities USA
New York
$1.86M
HAG
336
HighPoint Advisor Group
Illinois
$1.86M
BEI
337
Benjamin Edwards Inc
Missouri
$1.86M
Tudor Investment Corp
338
Tudor Investment Corp
Connecticut
$1.84M
AA
339
Ancora Advisors
Ohio
$1.83M
FMI
340
F/M Investments
District of Columbia
$1.83M
ALMGDA
341
AG2R La Mondiale Gestion d'Actifs
France
$1.81M
IMC Chicago
342
IMC Chicago
Illinois
$1.8M
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$1.79M
KIA
344
KCM Investment Advisors
California
$1.77M
FT
345
Fiduciary Trust
Massachusetts
$1.76M
EAM
346
Erste Asset Management
Austria
$1.73M
ECM
347
Everence Capital Management
Indiana
$1.72M
MFG
348
Merit Financial Group
Georgia
$1.71M
GM
349
GeoWealth Management
Illinois
$1.69M
MWA
350
Meridian Wealth Advisors
Texas
$1.69M