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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
WIA
426
World Investment Advisors
California
$1.14M
LCM
427
LDR Capital Management
New York
$1.13M
GC
428
Guggenheim Capital
Illinois
$1.13M
GT
429
Glenview Trust
Kentucky
$1.12M
GWMR
430
GC Wealth Management RIA
Massachusetts
$1.12M
AC
431
Allstate Corporation
Illinois
$1.11M
SC
432
Savant Capital
Illinois
$1.11M
CAS
433
Coppell Advisory Solutions
Texas
$1.1M
ISL
434
Ingalls & Snyder LLC
New York
$1.1M
BFG
435
Bleakley Financial Group
New Jersey
$1.09M
WSC
436
Wellington Shields & Co
New York
$1.08M
LNWWM
437
Laird Norton Wetherby Wealth Management
California
$1.08M
AWM
438
Axxcess Wealth Management
California
$1.07M
GAA
439
Guardian Asset Advisors
Pennsylvania
$1.07M
AWM
440
Apollon Wealth Management
South Carolina
$1.07M
OAC
441
OMERS Administration Corp
Ontario, Canada
$1.07M
PCM
442
Prana Capital Management
Connecticut
$1.06M
LFAS
443
Level Four Advisory Services
Texas
$1.05M
PT
444
Plimoth Trust
Massachusetts
$1.05M
VCP
445
Verus Capital Partners
Arizona
$1.05M
GIM
446
Glenmede Investment Management
Pennsylvania
$1.04M
SFA
447
Sequoia Financial Advisors
Ohio
$1.03M
SGAM
448
Smith Group Asset Management
Texas
$1.02M
BIA
449
Beacon Investment Advisors
Maryland
$999K
CIAS
450
Capital Investment Advisory Services
North Carolina
$987K