IRM icon

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
GRP
401
Global Retirement Partners
California
$1.09M
DILIC
402
Dai-ichi Life Insurance Company
Japan
$1.09M
HWP
403
Highline Wealth Partners
California
$1.07M
CTA
404
Chesley Taft & Associates
Illinois
$1.06M
EOJOAM
405
E. Ohman J:or Asset Management
Sweden
$1.05M
O
406
Ossiam
France
$1.05M
HPC
407
HM Payson & Co
Maine
$1.04M
RC
408
Reik & Co
New York
$1.04M
CMMS
409
Comprehensive Money Management Services
Florida
$1.03M
WIM
410
Wiregrass Investment Management
Georgia
$1.02M
Assenagon Asset Management
411
Assenagon Asset Management
Luxembourg
$1.01M
MSE
412
MUFG Securities EMEA
United Kingdom
$1.01M
WFS
413
Widmann Financial Services
Maryland
$1M
TMAM
414
Tokio Marine Asset Management
Japan
$998K
SBH
415
Segall Bryant & Hamill
Illinois
$996K
AFM
416
Abbot Financial Management
Massachusetts
$985K
EWA
417
EP Wealth Advisors
California
$984K
CL
418
Choreo LLC
Illinois
$984K
HWM
419
HB Wealth Management
Georgia
$981K
VCA
420
Verdence Capital Advisors
Maryland
$978K
MMPW
421
Mitchell McLeod Pugh & Williams
Alabama
$977K
CCIA
422
Campbell & Co Investment Adviser
Maryland
$976K
ASN
423
Advisory Services Network
Georgia
$972K
WIA
424
World Investment Advisors
California
$971K
KIG
425
Kessler Investment Group
Indiana
$971K