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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
426
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.19M
DCM
427
Delta Capital Management
New Jersey
$1.18M
AFM
428
Abbot Financial Management
Massachusetts
$1.18M
TC
429
Truvestments Capital
Florida
$1.17M
CTA
430
Chesley Taft & Associates
Illinois
$1.17M
BWP
431
Burling Wealth Partners
Illinois
$1.16M
RPCONE
432
Retirement Planning Company of New England
Rhode Island
$1.16M
CI
433
CX Institutional
Indiana
$1.15M
WIA
434
World Investment Advisors
California
$1.14M
LCM
435
LDR Capital Management
New York
$1.13M
GC
436
Guggenheim Capital
Illinois
$1.13M
GT
437
Glenview Trust
Kentucky
$1.12M
GWMR
438
GC Wealth Management RIA
Massachusetts
$1.12M
AC
439
Allstate Corporation
Illinois
$1.11M
CAS
440
Coppell Advisory Solutions
Texas
$1.1M
ISL
441
Ingalls & Snyder LLC
New York
$1.1M
BFG
442
Bleakley Financial Group
New Jersey
$1.09M
WSC
443
Wellington Shields & Co
New York
$1.08M
LNWWM
444
Laird Norton Wetherby Wealth Management
California
$1.08M
AWM
445
Axxcess Wealth Management
California
$1.07M
GAA
446
Guardian Asset Advisors
Pennsylvania
$1.07M
AWM
447
Apollon Wealth Management
South Carolina
$1.07M
OAC
448
OMERS Administration Corp
Ontario, Canada
$1.07M
PCM
449
Prana Capital Management
Connecticut
$1.06M
LFAS
450
Level Four Advisory Services
Texas
$1.05M