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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
GCM
351
Gables Capital Management
Florida
$1.68M
TE
352
Tema ETFs
New York
$1.67M
NW
353
Naviter Wealth
Arkansas
$1.66M
ITC
354
Inspire Trust Company
Nevada
$1.66M
CA
355
Corrado Advisors
New Jersey
$1.65M
MK
356
MASTERINVEST Kapitalanlage
$1.64M
OAM
357
Oppenheimer Asset Management
New York
$1.64M
CIG
358
Cascade Investment Group
Colorado
$1.6M
DEA
359
DoubleLine ETF Adviser
Florida
$1.58M
KTC
360
Kentucky Trust Company
Kentucky
$1.58M
PS
361
Pensionfund Sabic
Netherlands
$1.56M
FLPIM
362
F.L. Putnam Investment Management
Massachusetts
$1.55M
RA
363
RFG Advisory
Alabama
$1.54M
KRS
364
Kentucky Retirement Systems
Kentucky
$1.53M
HKAM
365
Horizon Kinetics Asset Management
New York
$1.53M
OIMU
366
Osmosis Investment Management UK
United Kingdom
$1.47M
SCM
367
Sterling Capital Management
North Carolina
$1.44M
TIA
368
Trust Investment Advisors
Indiana
$1.44M
MCM
369
MAI Capital Management
Ohio
$1.43M
PAS
370
Park Avenue Securities
New York
$1.43M
HIMCH
371
Hartford Investment Management Co (HIMCO)
Connecticut
$1.42M
MAM
372
Madison Asset Management
Wisconsin
$1.41M
CFG
373
Capital Financial Group
Colorado
$1.41M
CA
374
Claro Advisors
Massachusetts
$1.37M
JWCA
375
J.W. Cole Advisors
Florida
$1.36M