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Iron Mountain

1,001 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, 361 increasing their positions, 387 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 call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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
CTA
426
Chesley Taft & Associates
Illinois
$1.17M
BWP
427
Burling Wealth Partners
Illinois
$1.16M
RPCONE
428
Retirement Planning Company of New England
Rhode Island
$1.16M
CI
429
CX Institutional
Indiana
$1.15M
WIA
430
World Investment Advisors
California
$1.14M
LCM
431
LDR Capital Management
New York
$1.13M
GC
432
Guggenheim Capital
Illinois
$1.13M
GT
433
Glenview Trust
Kentucky
$1.12M
GWMR
434
GC Wealth Management RIA
Massachusetts
$1.12M
AC
435
Allstate Corporation
Illinois
$1.11M
SC
436
Savant Capital
Illinois
$1.11M
CAS
437
Coppell Advisory Solutions
Texas
$1.1M
ISL
438
Ingalls & Snyder LLC
New York
$1.1M
BFG
439
Bleakley Financial Group
New Jersey
$1.09M
WSC
440
Wellington Shields & Co
New York
$1.08M
LNWWM
441
Laird Norton Wetherby Wealth Management
California
$1.08M
AWM
442
Axxcess Wealth Management
California
$1.07M
GAA
443
Guardian Asset Advisors
Pennsylvania
$1.07M
AWM
444
Apollon Wealth Management
South Carolina
$1.07M
OAC
445
OMERS Administration Corp
Ontario, Canada
$1.07M
PCM
446
Prana Capital Management
Connecticut
$1.06M
LFAS
447
Level Four Advisory Services
Texas
$1.05M
PT
448
Plimoth Trust
Massachusetts
$1.05M
VCP
449
Verus Capital Partners
Arizona
$1.05M
GIM
450
Glenmede Investment Management
Pennsylvania
$1.04M