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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
MGP
401
Metis Global Partners
California
$1.12M
TYCC
402
Texas Yale Capital Corp
Florida
$1.12M
CGA
403
Crescent Grove Advisors
Illinois
$1.11M
N
404
Natixis
France
$1.11M
FFN
405
Focus Financial Network
Minnesota
$1.11M
GRP
406
Global Retirement Partners
California
$1.09M
DILIC
407
Dai-ichi Life Insurance Company
Japan
$1.09M
HWP
408
Highline Wealth Partners
California
$1.07M
CTA
409
Chesley Taft & Associates
Illinois
$1.06M
EOJOAM
410
E. Ohman J:or Asset Management
Sweden
$1.05M
O
411
Ossiam
France
$1.05M
HPC
412
HM Payson & Co
Maine
$1.04M
RC
413
Reik & Co
New York
$1.04M
CMMS
414
Comprehensive Money Management Services
Florida
$1.03M
WIM
415
Wiregrass Investment Management
Georgia
$1.02M
Assenagon Asset Management
416
Assenagon Asset Management
Luxembourg
$1.01M
MSE
417
MUFG Securities EMEA
United Kingdom
$1.01M
WFS
418
Widmann Financial Services
Maryland
$1M
TMAM
419
Tokio Marine Asset Management
Japan
$998K
SBH
420
Segall Bryant & Hamill
Illinois
$996K
AFM
421
Abbot Financial Management
Massachusetts
$985K
EWA
422
EP Wealth Advisors
California
$984K
CL
423
Choreo LLC
Illinois
$984K
HWM
424
HB Wealth Management
Georgia
$981K
VCA
425
Verdence Capital Advisors
Maryland
$978K