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Iron Mountain

1,008 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, 365 increasing their positions, 389 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: 1,0371,008 (-29)

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
1,008
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
SFA
451
Sequoia Financial Advisors
Ohio
$1.03M
SGAM
452
Smith Group Asset Management
Texas
$1.02M
BIA
453
Beacon Investment Advisors
Maryland
$999K
CIAS
454
Capital Investment Advisory Services
North Carolina
$987K
VA
455
Vident Advisory
Georgia
$974K
SSWM
456
Strait & Sound Wealth Management
California
$970K
Group One Trading
457
Group One Trading
Illinois
$967K
AUB
458
Atlantic Union Bankshares
Virginia
$965K
AP
459
Atwood & Palmer
Missouri
$964K
NMIMC
460
Northwestern Mutual Investment Management Company
Wisconsin
$960K
SC
461
Savant Capital
Illinois
$958K
DC
462
Davenport & Co
Virginia
$955K
UWPG
463
Ullmann Wealth Partners Group
Florida
$948K
DA
464
Denali Advisors
California
$943K
BBVA
465
Banco Bilbao Vizcaya Argentaria
Spain
$942K
HI
466
Harbour Investments
Wisconsin
$938K
JG
467
Jain Global
New York
$937K
PL
468
Perpetual Ltd
Australia
$931K
Bessemer Group
469
Bessemer Group
New Jersey
$924K
JF
470
Jump Financial
Illinois
$919K
BPA
471
Beacon Pointe Advisors
California
$919K
OC
472
Oppenheimer & Co
New York
$917K
GT
473
Greenleaf Trust
Michigan
$915K
FFA
474
Founders Financial Alliance
North Carolina
$913K
APC
475
Aspire Private Capital
North Carolina
$903K