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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,082
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
ITC
376
Inspire Trust Company
Nevada
$1.79M
CFG
377
Capital Financial Group
Colorado
$1.78M
STA
378
Summit Trail Advisors
New York
$1.78M
TC
379
TwinBeech Capital
New York
$1.78M
MAM
380
Madison Asset Management
Wisconsin
$1.74M
RA
381
RFG Advisory
Alabama
$1.74M
HIMCH
382
Hartford Investment Management Co (HIMCO)
Connecticut
$1.72M
CA
383
Claro Advisors
Massachusetts
$1.71M
CGA
384
Crescent Grove Advisors
Illinois
$1.71M
DS
385
DRW Securities
Illinois
$1.68M
CB
386
Commerce Bank
Missouri
$1.67M
IWC
387
Integrated Wealth Concepts
Massachusetts
$1.67M
WIA
388
World Investment Advisors
California
$1.66M
SCA
389
Snowden Capital Advisors
New York
$1.63M
CBOR
390
Community Bank of Raymore
Missouri
$1.62M
CGH
391
Crossmark Global Holdings
Texas
$1.62M
AAIS
392
ABN AMRO Investment Solutions
$1.62M
RFM
393
Royal Fund Management
Florida
$1.6M
HWM
394
HB Wealth Management
Georgia
$1.57M
Luther King Capital Management (LKCM)
395
Luther King Capital Management (LKCM)
Texas
$1.56M
DEA
396
DoubleLine ETF Adviser
Florida
$1.56M
KPWS
397
Kestra Private Wealth Services
Texas
$1.55M
LSERS
398
Louisiana State Employees Retirement System
Louisiana
$1.54M
HP
399
Havemeyer Place
Connecticut
$1.54M
OCPWS
400
One Charles Private Wealth Services
Massachusetts
$1.53M