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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
RPCONE
451
Retirement Planning Company of New England
Rhode Island
$1.13M
GT
452
Glenview Trust
Kentucky
$1.13M
Schroder Investment Management Group
453
Schroder Investment Management Group
United Kingdom
$1.12M
AFG
454
Atomi Financial Group
New York
$1.12M
SCB
455
Saudi Central Bank
Saudi Arabia
$1.11M
GAA
456
Guardian Asset Advisors
Pennsylvania
$1.11M
GT
457
Glenmede Trust
Pennsylvania
$1.11M
VA
458
Vident Advisory
Georgia
$1.1M
ISL
459
Ingalls & Snyder LLC
New York
$1.1M
UBS AM
460
UBS AM
Illinois
$1.1M
TC
461
Truvestments Capital
Florida
$1.09M
BWP
462
Burling Wealth Partners
Illinois
$1.09M
WSC
463
Wellington Shields & Co
New York
$1.09M
BFA
464
Beacon Financial Advisory
Ohio
$1.08M
JMA
465
J.M. Arbour
Maine
$1.08M
HWP
466
Highline Wealth Partners
California
$1.07M
TWC
467
TD Waterhouse Canada
Ontario, Canada
$1.07M
SFA
468
Sequoia Financial Advisors
Ohio
$1.07M
FFA
469
Farther Finance Advisors
California
$1.06M
PT
470
Plimoth Trust
Massachusetts
$1.05M
MMPW
471
Mitchell McLeod Pugh & Williams
Alabama
$1.04M
SGAM
472
Smith Group Asset Management
Texas
$1.02M
SCM
473
Sterling Capital Management
North Carolina
$1.01M
CFD
474
Creative Financial Designs
Indiana
$1.01M
LCM
475
Landscape Capital Management
New Jersey
$1M