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Iron Mountain

1,011 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, 366 increasing their positions, 390 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: 1,0391,011 (-28)

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
1,011
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
FFN
401
Focus Financial Network
Minnesota
$1.32M
Schroder Investment Management Group
402
Schroder Investment Management Group
United Kingdom
$1.31M
RBFC
403
Roman Butler Fullerton & Co
Missouri
$1.3M
WAP
404
Wealthcare Advisory Partners
Pennsylvania
$1.3M
I
405
InceptionR
California
$1.3M
EOJOAM
406
E. Ohman J:or Asset Management
Sweden
$1.29M
HPC
407
HM Payson & Co
Maine
$1.28M
AWM
408
Arista Wealth Management
Nevada
$1.25M
OBAM
409
ODDO BHF Asset Management
France
$1.25M
Man Group
410
Man Group
United Kingdom
$1.24M
ASN
411
Advisory Services Network
Georgia
$1.24M
WFS
412
Widmann Financial Services
Maryland
$1.23M
SBH
413
Segall Bryant & Hamill
Illinois
$1.22M
OTL
414
Oak Thistle LLC
New York
$1.22M
KA
415
Kintegral Advisory
New York
$1.22M
TMAM
416
Tokio Marine Asset Management
Japan
$1.21M
NC
417
NewSquare Capital
Pennsylvania
$1.21M
CSP
418
Cary Street Partners
Virginia
$1.2M
HIP
419
HUB Investment Partners
Texas
$1.2M
KIG
420
Kessler Investment Group
Indiana
$1.2M
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$1.2M
Assenagon Asset Management
422
Assenagon Asset Management
Luxembourg
$1.2M
NW
423
NewEdge Wealth
Pennsylvania
$1.19M
RWA
424
Redhawk Wealth Advisors
Minnesota
$1.19M
SF
425
Summit Financial
New Jersey
$1.19M