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Iron Mountain

988 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 320 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
988
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AUB
476
Atlantic Union Bankshares
Virginia
$769K
VSQM
477
V-Square Quantitative Management
Illinois
$761K
AFG
478
Atomi Financial Group
New York
$748K
FFA
479
Founders Financial Alliance
North Carolina
$745K
FFWM
480
Future Financial Wealth Management
Ohio
$744K
SC
481
Savant Capital
Illinois
$742K
AWM
482
Arista Wealth Management
Nevada
$734K
MBTD
483
Mechanics Bank - Trust Department
California
$732K
GT
484
Greenleaf Trust
Michigan
$721K
HA
485
Herold Advisors
New York
$718K
CFO
486
Callan Family Office
Pennsylvania
$715K
VA
487
Vident Advisory
Georgia
$707K
BI
488
Bramshill Investments
Florida
$688K
AWM
489
AE Wealth Management
Kansas
$684K
RSF
490
Rik Saylor Financial
Ohio
$677K
SSWM
491
Strait & Sound Wealth Management
California
$674K
AWM
492
Axxcess Wealth Management
California
$671K
CRI
493
Colonial River Investments
Virginia
$671K
SAM
494
Securian Asset Management
Minnesota
$667K
RCM
495
RNC Capital Management
California
$664K
MSA
496
MUFG Securities Americas
New York
$661K
B
497
Bailard
California
$659K
KFAS
498
Keating Financial Advisory Services
Kansas
$654K
AIC
499
Archer Investment Corporation
Indiana
$647K
IBOK
500
Independence Bank of Kentucky
Kentucky
$643K