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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
IMCOOI
351
Investment Management Corp of Ontario (IMCO)
Canada
$2.16M
AA
352
Ancora Advisors
Ohio
$2.13M
Lido Advisors
353
Lido Advisors
California
$2.13M
ECM
354
Everence Capital Management
Indiana
$2.12M
ISFAN
355
Investor's Fiduciary Advisor Network
Washington
$2.11M
FT
356
Fiduciary Trust
Massachusetts
$2.08M
PS
357
Pensionfund Sabic
Netherlands
$2.07M
MCM
358
MAI Capital Management
Ohio
$2.07M
EP
359
Edgestream Partners
New Jersey
$2.05M
OAM
360
Oppenheimer Asset Management
New York
$1.99M
NW
361
NewEdge Wealth
Pennsylvania
$1.98M
GCM
362
Gables Capital Management
Florida
$1.98M
GA
363
GRS Advisors
Illinois
$1.96M
TRCT
364
Tower Research Capital (TRC)
New York
$1.96M
BSL
365
Blue Sparrow LLC
Delaware
$1.95M
ALMGDA
366
AG2R La Mondiale Gestion d'Actifs
France
$1.94M
KTC
367
Kentucky Trust Company
Kentucky
$1.93M
HKAM
368
Horizon Kinetics Asset Management
New York
$1.88M
CC
369
Courier Capital
New York
$1.84M
WAM
370
Wolverine Asset Management
Illinois
$1.83M
MSU
371
Mizuho Securities USA
New York
$1.83M
CIG
372
Cascade Investment Group
Colorado
$1.82M
ITC
373
Inspire Trust Company
Nevada
$1.79M
CFG
374
Capital Financial Group
Colorado
$1.78M
STA
375
Summit Trail Advisors
New York
$1.78M