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Iron Mountain

988 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 320 increasing their positions, 408 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
988
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
MK
351
MASTERINVEST Kapitalanlage
$1.64M
OAM
352
Oppenheimer Asset Management
New York
$1.64M
CIG
353
Cascade Investment Group
Colorado
$1.6M
DEA
354
DoubleLine ETF Adviser
Florida
$1.58M
KTC
355
Kentucky Trust Company
Kentucky
$1.58M
PS
356
Pensionfund Sabic
Netherlands
$1.56M
FLPIM
357
F.L. Putnam Investment Management
Massachusetts
$1.55M
RA
358
RFG Advisory
Alabama
$1.54M
KRS
359
Kentucky Retirement Systems
Kentucky
$1.53M
HKAM
360
Horizon Kinetics Asset Management
New York
$1.53M
OIMU
361
Osmosis Investment Management UK
United Kingdom
$1.47M
SCM
362
Sterling Capital Management
North Carolina
$1.44M
TIA
363
Trust Investment Advisors
Indiana
$1.44M
MCM
364
MAI Capital Management
Ohio
$1.43M
PAS
365
Park Avenue Securities
New York
$1.43M
HIMCH
366
Hartford Investment Management Co (HIMCO)
Connecticut
$1.42M
MAM
367
Madison Asset Management
Wisconsin
$1.41M
CFG
368
Capital Financial Group
Colorado
$1.41M
CA
369
Claro Advisors
Massachusetts
$1.37M
JWCA
370
J.W. Cole Advisors
Florida
$1.36M
IWM
371
IHT Wealth Management
Illinois
$1.35M
AAIS
372
ABN AMRO Investment Solutions
$1.35M
CB
373
Commerce Bank
Missouri
$1.34M
CGH
374
Crossmark Global Holdings
Texas
$1.33M
Brown Advisory
375
Brown Advisory
Maryland
$1.33M