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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
IWM
376
IHT Wealth Management
Illinois
$1.35M
AAIS
377
ABN AMRO Investment Solutions
$1.35M
CB
378
Commerce Bank
Missouri
$1.34M
CGH
379
Crossmark Global Holdings
Texas
$1.33M
Brown Advisory
380
Brown Advisory
Maryland
$1.33M
Luther King Capital Management (LKCM)
381
Luther King Capital Management (LKCM)
Texas
$1.32M
Robeco Institutional Asset Management
382
Robeco Institutional Asset Management
Netherlands
$1.3M
CBOR
383
Community Bank of Raymore
Missouri
$1.26M
SCM
384
Stevens Capital Management
Pennsylvania
$1.26M
OCPWS
385
One Charles Private Wealth Services
Massachusetts
$1.26M
LCM
386
LDR Capital Management
New York
$1.26M
LSERS
387
Louisiana State Employees Retirement System
Louisiana
$1.25M
STA
388
Summit Trail Advisors
New York
$1.25M
SCA
389
Snowden Capital Advisors
New York
$1.23M
GIBU
390
Gulf International Bank (UK)
United Kingdom
$1.23M
Nomura Holdings
391
Nomura Holdings
Japan
$1.23M
KPWS
392
Kestra Private Wealth Services
Texas
$1.2M
MSRPS
393
Maryland State Retirement & Pension System
Maryland
$1.18M
BAMF
394
BI Asset Management Fondsmaeglerselskab
Denmark
$1.17M
MLL
395
Moody Lynn & Lieberson
Massachusetts
$1.16M
RBFC
396
Roman Butler Fullerton & Co
Missouri
$1.16M
WIA
397
World Investment Advisors
California
$1.15M
NMERB
398
New Mexico Educational Retirement Board
New Mexico
$1.15M
TI
399
Tidal Investments
Wisconsin
$1.14M
NW
400
NewEdge Wealth
Pennsylvania
$1.14M