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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$103M
Puts
$110M
Net Calls
Net Calls Change

Top Sellers

1 -$127M
2 -$54.9M
3 -$54.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.6M
5
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
OBAM
401
ODDO BHF Asset Management
France
$1.25M
Man Group
402
Man Group
United Kingdom
$1.24M
ASN
403
Advisory Services Network
Georgia
$1.24M
WFS
404
Widmann Financial Services
Maryland
$1.23M
SBH
405
Segall Bryant & Hamill
Illinois
$1.22M
OTL
406
Oak Thistle LLC
New York
$1.22M
KA
407
Kintegral Advisory
New York
$1.22M
TMAM
408
Tokio Marine Asset Management
Japan
$1.21M
NC
409
NewSquare Capital
Pennsylvania
$1.21M
CSP
410
Cary Street Partners
Virginia
$1.2M
HIP
411
HUB Investment Partners
Texas
$1.2M
KIG
412
Kessler Investment Group
Indiana
$1.2M
Carson Wealth (CWM LLC)
413
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Assenagon Asset Management
414
Assenagon Asset Management
Luxembourg
$1.2M
NW
415
NewEdge Wealth
Pennsylvania
$1.19M
RWA
416
Redhawk Wealth Advisors
Minnesota
$1.19M
SF
417
Summit Financial
New Jersey
$1.19M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
418
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.19M
DCM
419
Delta Capital Management
New Jersey
$1.18M
AFM
420
Abbot Financial Management
Massachusetts
$1.18M
TC
421
Truvestments Capital
Florida
$1.17M
CTA
422
Chesley Taft & Associates
Illinois
$1.17M
BWP
423
Burling Wealth Partners
Illinois
$1.16M
RPCONE
424
Retirement Planning Company of New England
Rhode Island
$1.16M
CI
425
CX Institutional
Indiana
$1.15M