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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
Luther King Capital Management (LKCM)
376
Luther King Capital Management (LKCM)
Texas
$1.32M
HAG
377
HighPoint Advisor Group
Illinois
$1.31M
Robeco Institutional Asset Management
378
Robeco Institutional Asset Management
Netherlands
$1.3M
CBOR
379
Community Bank of Raymore
Missouri
$1.26M
SCM
380
Stevens Capital Management
Pennsylvania
$1.26M
OCPWS
381
One Charles Private Wealth Services
Massachusetts
$1.26M
LCM
382
LDR Capital Management
New York
$1.26M
LSERS
383
Louisiana State Employees Retirement System
Louisiana
$1.25M
STA
384
Summit Trail Advisors
New York
$1.25M
SCA
385
Snowden Capital Advisors
New York
$1.23M
GIBU
386
Gulf International Bank (UK)
United Kingdom
$1.23M
Nomura Holdings
387
Nomura Holdings
Japan
$1.23M
KPWS
388
Kestra Private Wealth Services
Texas
$1.2M
MSRPS
389
Maryland State Retirement & Pension System
Maryland
$1.18M
BAMF
390
BI Asset Management Fondsmaeglerselskab
Denmark
$1.17M
MLL
391
Moody Lynn & Lieberson
Massachusetts
$1.16M
RBFC
392
Roman Butler Fullerton & Co
Missouri
$1.16M
NMERB
393
New Mexico Educational Retirement Board
New Mexico
$1.15M
TI
394
Tidal Investments
Wisconsin
$1.14M
NW
395
NewEdge Wealth
Pennsylvania
$1.14M
MGP
396
Metis Global Partners
California
$1.12M
TYCC
397
Texas Yale Capital Corp
Florida
$1.12M
CGA
398
Crescent Grove Advisors
Illinois
$1.11M
N
399
Natixis
France
$1.11M
FFN
400
Focus Financial Network
Minnesota
$1.11M