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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
FFO
476
Fiduciary Family Office
Florida
$885K
MCM
477
MAI Capital Management
Ohio
$883K
HA
478
Herold Advisors
New York
$882K
MA
479
Montag & Associates
Georgia
$880K
CRI
480
Colonial River Investments
Virginia
$871K
SAM
481
Shell Asset Management
Netherlands
$871K
AAP
482
Arax Advisory Partners
Colorado
$865K
BCI
483
Brinker Capital Investments
Pennsylvania
$860K
FFWM
484
Future Financial Wealth Management
Ohio
$856K
EF
485
Empowered Funds
Pennsylvania
$851K
WS
486
Wedbush Securities
California
$842K
BI
487
Bramshill Investments
Florida
$840K
CPCM
488
Cardinal Point Capital Management
Ontario, Canada
$838K
RSF
489
Rik Saylor Financial
Ohio
$838K
AIFAIM
490
American Institute for Advanced Investment Management
Arizona
$822K
RCM
491
RNC Capital Management
California
$816K
MSA
492
MUFG Securities Americas
New York
$812K
B
493
Bailard
California
$810K
FHA
494
Flagship Harbor Advisors
Massachusetts
$810K
EFS
495
Essex Financial Services
Connecticut
$800K
MWPCG
496
Measured Wealth Private Client Group
New Hampshire
$798K
AIC
497
Archer Investment Corporation
Indiana
$795K
MMA
498
Miracle Mile Advisors
California
$792K
AIM
499
Aigen Investment Management
New York
$791K
TPA
500
Trivium Point Advisory
Connecticut
$789K