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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
EIA
476
Emerald Investment Advisers
Pennsylvania
$1M
AWM
477
Apollon Wealth Management
South Carolina
$991K
WAP
478
Wealthcare Advisory Partners
Pennsylvania
$990K
DWM
479
Diversify Wealth Management
Utah
$987K
Nomura Holdings
480
Nomura Holdings
Japan
$986K
AP
481
Atwood & Palmer
Missouri
$968K
NMIMC
482
Northwestern Mutual Investment Management Company
Wisconsin
$967K
DC
483
Davenport & Co
Virginia
$965K
UWPG
484
Ullmann Wealth Partners Group
Florida
$964K
BIA
485
Beacon Investment Advisors
Maryland
$959K
BBVA
486
Banco Bilbao Vizcaya Argentaria
Spain
$958K
DA
487
Denali Advisors
California
$956K
RWA
488
Redhawk Wealth Advisors
Minnesota
$954K
MBTD
489
Mechanics Bank - Trust Department
California
$947K
JF
490
Jump Financial
Illinois
$943K
CIAS
491
Capital Investment Advisory Services
North Carolina
$943K
OAM
492
Ostrum Asset Management
France
$942K
OBAM
493
ODDO BHF Asset Management
France
$938K
IFG
494
Independent Financial Group
California
$934K
EWA
495
EP Wealth Advisors
California
$931K
GT
496
Greenleaf Trust
Michigan
$927K
BCI
497
Brinker Capital Investments
Pennsylvania
$923K
FFA
498
Founders Financial Alliance
North Carolina
$921K
WS
499
Wedbush Securities
California
$920K
ACM
500
Advisors Capital Management
New Jersey
$918K