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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
AFG
451
Atomi Financial Group
New York
$1.12M
SCB
452
Saudi Central Bank
Saudi Arabia
$1.11M
GAA
453
Guardian Asset Advisors
Pennsylvania
$1.11M
VA
454
Vident Advisory
Georgia
$1.1M
ISL
455
Ingalls & Snyder LLC
New York
$1.1M
UBS AM
456
UBS AM
Illinois
$1.1M
TC
457
Truvestments Capital
Florida
$1.09M
BWP
458
Burling Wealth Partners
Illinois
$1.09M
WSC
459
Wellington Shields & Co
New York
$1.09M
BFA
460
Beacon Financial Advisory
Ohio
$1.08M
JMA
461
J.M. Arbour
Maine
$1.08M
HWP
462
Highline Wealth Partners
California
$1.07M
TWC
463
TD Waterhouse Canada
Ontario, Canada
$1.07M
SFA
464
Sequoia Financial Advisors
Ohio
$1.07M
FFA
465
Farther Finance Advisors
California
$1.06M
PT
466
Plimoth Trust
Massachusetts
$1.05M
MMPW
467
Mitchell McLeod Pugh & Williams
Alabama
$1.04M
SGAM
468
Smith Group Asset Management
Texas
$1.02M
SCM
469
Sterling Capital Management
North Carolina
$1.01M
CFD
470
Creative Financial Designs
Indiana
$1.01M
LCM
471
Landscape Capital Management
New Jersey
$1M
EIA
472
Emerald Investment Advisers
Pennsylvania
$1M
AWM
473
Apollon Wealth Management
South Carolina
$991K
WAP
474
Wealthcare Advisory Partners
Pennsylvania
$990K
DWM
475
Diversify Wealth Management
Utah
$987K