IRM icon

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
Nomura Holdings
476
Nomura Holdings
Japan
$986K
AP
477
Atwood & Palmer
Missouri
$968K
NMIMC
478
Northwestern Mutual Investment Management Company
Wisconsin
$967K
DC
479
Davenport & Co
Virginia
$965K
UWPG
480
Ullmann Wealth Partners Group
Florida
$964K
BIA
481
Beacon Investment Advisors
Maryland
$959K
BBVA
482
Banco Bilbao Vizcaya Argentaria
Spain
$958K
DA
483
Denali Advisors
California
$956K
RWA
484
Redhawk Wealth Advisors
Minnesota
$954K
MBTD
485
Mechanics Bank - Trust Department
California
$947K
JF
486
Jump Financial
Illinois
$943K
CIAS
487
Capital Investment Advisory Services
North Carolina
$943K
OAM
488
Ostrum Asset Management
France
$942K
OBAM
489
ODDO BHF Asset Management
France
$938K
IFG
490
Independent Financial Group
California
$934K
EWA
491
EP Wealth Advisors
California
$931K
GT
492
Greenleaf Trust
Michigan
$927K
BCI
493
Brinker Capital Investments
Pennsylvania
$923K
FFA
494
Founders Financial Alliance
North Carolina
$921K
WS
495
Wedbush Securities
California
$920K
ACM
496
Advisors Capital Management
New Jersey
$918K
CFO
497
Callan Family Office
Pennsylvania
$893K
OIAM
498
OFI Invest Asset Management
France
$891K
VCP
499
Verus Capital Partners
Arizona
$889K
BIG
500
Brooklyn Investment Group
New York
$886K