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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
426
Crestwood Advisors Group
Massachusetts
$1.25M
CTA
427
Chesley Taft & Associates
Illinois
$1.25M
WFS
428
Widmann Financial Services
Maryland
$1.24M
MSE
429
MUFG Securities EMEA
United Kingdom
$1.24M
BFG
430
Bleakley Financial Group
New Jersey
$1.24M
Assenagon Asset Management
431
Assenagon Asset Management
Luxembourg
$1.23M
FFN
432
Focus Financial Network
Minnesota
$1.23M
SBH
433
Segall Bryant & Hamill
Illinois
$1.23M
MGP
434
Metis Global Partners
California
$1.22M
AFM
435
Abbot Financial Management
Massachusetts
$1.21M
DIA
436
Dana Investment Advisors
Wisconsin
$1.21M
GSEP
437
Golden State Equity Partners
California
$1.21M
TE
438
Tema ETFs
New York
$1.2M
DCM
439
Delta Capital Management
New Jersey
$1.19M
CSP
440
Cary Street Partners
Virginia
$1.15M
FMI
441
F/M Investments
District of Columbia
$1.15M
VCA
442
Verdence Capital Advisors
Maryland
$1.15M
BPA
443
Beacon Pointe Advisors
California
$1.15M
MNBTD
444
Moody National Bank Trust Division
Texas
$1.14M
SC
445
Savant Capital
Illinois
$1.14M
KA
446
Kintegral Advisory
New York
$1.14M
LFAS
447
Level Four Advisory Services
Texas
$1.13M
RPCONE
448
Retirement Planning Company of New England
Rhode Island
$1.13M
GT
449
Glenview Trust
Kentucky
$1.13M
Schroder Investment Management Group
450
Schroder Investment Management Group
United Kingdom
$1.12M