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Iron Mountain

1,001 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, 360 increasing their positions, 388 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 call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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 -$127M
2 -$54.9M
3 -$54.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.6M
5
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
351
Edgestream Partners
New Jersey
$1.76M
HIMCH
352
Hartford Investment Management Co (HIMCO)
Connecticut
$1.76M
OAM
353
Oppenheimer Asset Management
New York
$1.71M
ALMGDA
354
AG2R La Mondiale Gestion d'Actifs
France
$1.68M
HAG
355
HighPoint Advisor Group
Illinois
$1.67M
IWM
356
IHT Wealth Management
Illinois
$1.66M
CA
357
Claro Advisors
Massachusetts
$1.65M
Luther King Capital Management (LKCM)
358
Luther King Capital Management (LKCM)
Texas
$1.65M
CB
359
Commerce Bank
Missouri
$1.65M
DAS
360
Diversify Advisory Services
Utah
$1.63M
Brown Advisory
361
Brown Advisory
Maryland
$1.62M
LSERS
362
Louisiana State Employees Retirement System
Louisiana
$1.58M
OCPWS
363
One Charles Private Wealth Services
Massachusetts
$1.57M
HWP
364
Highline Wealth Partners
California
$1.55M
BC
365
Brookfield Corp
Ontario, Canada
$1.54M
CAM
366
Creekmur Asset Management
Illinois
$1.54M
CGH
367
Crossmark Global Holdings
Texas
$1.53M
SCA
368
Snowden Capital Advisors
New York
$1.53M
Nomura Holdings
369
Nomura Holdings
Japan
$1.52M
STA
370
Summit Trail Advisors
New York
$1.51M
Robeco Institutional Asset Management
371
Robeco Institutional Asset Management
Netherlands
$1.5M
GIBU
372
Gulf International Bank (UK)
United Kingdom
$1.5M
IMC Chicago
373
IMC Chicago
Illinois
$1.49M
MLL
374
Moody Lynn & Lieberson
Massachusetts
$1.49M
DS
375
DRW Securities
Illinois
$1.47M