IRM icon

Iron Mountain

989 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 110 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
989
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
MWM
501
Mindset Wealth Management
Indiana
$643K
AWA
502
Arkadios Wealth Advisors
Georgia
$643K
EF
503
Empowered Funds
Pennsylvania
$641K
KRSITF
504
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$640K
CPCM
505
Cardinal Point Capital Management
Ontario, Canada
$638K
TPA
506
Trivium Point Advisory
Connecticut
$634K
MPWT
507
MassMutual Private Wealth & Trust
Connecticut
$634K
PFS
508
Prospera Financial Services
Texas
$633K
AG
509
Ascent Group
Virginia
$633K
MC
510
Mathes Company
New York
$626K
HI
511
Harbour Investments
Wisconsin
$616K
CIA
512
Concurrent Investment Advisors
Florida
$615K
PCM
513
Princeton Capital Management
New Jersey
$614K
CCM
514
Coldstream Capital Management
Washington
$607K
CF
515
Centaurus Financial
California
$599K
MOS
516
MGO One Seven
Ohio
$595K
BPWM
517
Badgley Phelps Wealth Managers
Washington
$595K
CPIG
518
Chicago Partners Investment Group
Illinois
$591K
TGAM
519
TBH Global Asset Management
Tennessee
$590K
BCA
520
Bay Colony Advisors
Massachusetts
$582K
FG
521
Fiduciary Group
Georgia
$581K
BPA
522
Beacon Pointe Advisors
California
$578K
CAM
523
Cresset Asset Management
Illinois
$562K
SF
524
Summit Financial
New Jersey
$560K
BP
525
Ballentine Partners
Massachusetts
$544K