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Iron Mountain

1,008 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 365 increasing their positions, 389 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0371,008 (-29)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,008
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
401
Wealthcare Advisory Partners
Pennsylvania
$1.3M
I
402
InceptionR
California
$1.3M
EOJOAM
403
E. Ohman J:or Asset Management
Sweden
$1.29M
HPC
404
HM Payson & Co
Maine
$1.28M
AWM
405
Arista Wealth Management
Nevada
$1.25M
OBAM
406
ODDO BHF Asset Management
France
$1.25M
Man Group
407
Man Group
United Kingdom
$1.24M
ASN
408
Advisory Services Network
Georgia
$1.24M
WFS
409
Widmann Financial Services
Maryland
$1.23M
SBH
410
Segall Bryant & Hamill
Illinois
$1.22M
OTL
411
Oak Thistle LLC
New York
$1.22M
KA
412
Kintegral Advisory
New York
$1.22M
TMAM
413
Tokio Marine Asset Management
Japan
$1.21M
NC
414
NewSquare Capital
Pennsylvania
$1.21M
CSP
415
Cary Street Partners
Virginia
$1.2M
HIP
416
HUB Investment Partners
Texas
$1.2M
KIG
417
Kessler Investment Group
Indiana
$1.2M
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Assenagon Asset Management
419
Assenagon Asset Management
Luxembourg
$1.2M
NW
420
NewEdge Wealth
Pennsylvania
$1.19M
RWA
421
Redhawk Wealth Advisors
Minnesota
$1.19M
SF
422
Summit Financial
New Jersey
$1.19M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
423
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.19M
DCM
424
Delta Capital Management
New Jersey
$1.18M
AFM
425
Abbot Financial Management
Massachusetts
$1.18M