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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
SAM
476
Shell Asset Management
Netherlands
$871K
AAP
477
Arax Advisory Partners
Colorado
$865K
BCI
478
Brinker Capital Investments
Pennsylvania
$860K
FFWM
479
Future Financial Wealth Management
Ohio
$856K
EF
480
Empowered Funds
Pennsylvania
$851K
WS
481
Wedbush Securities
California
$842K
BI
482
Bramshill Investments
Florida
$840K
CPCM
483
Cardinal Point Capital Management
Ontario, Canada
$838K
RSF
484
Rik Saylor Financial
Ohio
$838K
AIFAIM
485
American Institute for Advanced Investment Management
Arizona
$822K
RCM
486
RNC Capital Management
California
$816K
MSA
487
MUFG Securities Americas
New York
$812K
B
488
Bailard
California
$810K
FHA
489
Flagship Harbor Advisors
Massachusetts
$810K
EFS
490
Essex Financial Services
Connecticut
$800K
MWPCG
491
Measured Wealth Private Client Group
New Hampshire
$798K
AIC
492
Archer Investment Corporation
Indiana
$795K
MMA
493
Miracle Mile Advisors
California
$792K
AIM
494
Aigen Investment Management
New York
$791K
TPA
495
Trivium Point Advisory
Connecticut
$789K
IBOK
496
Independence Bank of Kentucky
Kentucky
$787K
KRSITF
497
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$787K
TRCT
498
Tower Research Capital (TRC)
New York
$784K
PIM
499
Penobscot Investment Management
Massachusetts
$784K
IWC
500
Integrated Wealth Concepts
Massachusetts
$782K