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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
VA
451
Vident Advisory
Georgia
$974K
SSWM
452
Strait & Sound Wealth Management
California
$970K
Group One Trading
453
Group One Trading
Illinois
$967K
AUB
454
Atlantic Union Bankshares
Virginia
$965K
AP
455
Atwood & Palmer
Missouri
$964K
NMIMC
456
Northwestern Mutual Investment Management Company
Wisconsin
$960K
DC
457
Davenport & Co
Virginia
$955K
UWPG
458
Ullmann Wealth Partners Group
Florida
$948K
DA
459
Denali Advisors
California
$943K
BBVA
460
Banco Bilbao Vizcaya Argentaria
Spain
$942K
HI
461
Harbour Investments
Wisconsin
$938K
JG
462
Jain Global
New York
$937K
PL
463
Perpetual Ltd
Australia
$931K
Bessemer Group
464
Bessemer Group
New Jersey
$924K
JF
465
Jump Financial
Illinois
$919K
BPA
466
Beacon Pointe Advisors
California
$919K
OC
467
Oppenheimer & Co
New York
$917K
GT
468
Greenleaf Trust
Michigan
$915K
FFA
469
Founders Financial Alliance
North Carolina
$913K
APC
470
Aspire Private Capital
North Carolina
$903K
FFO
471
Fiduciary Family Office
Florida
$885K
MCM
472
MAI Capital Management
Ohio
$883K
HA
473
Herold Advisors
New York
$882K
MA
474
Montag & Associates
Georgia
$880K
CRI
475
Colonial River Investments
Virginia
$871K