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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
IBOK
501
Independence Bank of Kentucky
Kentucky
$787K
KRSITF
502
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$787K
TRCT
503
Tower Research Capital (TRC)
New York
$784K
PIM
504
Penobscot Investment Management
Massachusetts
$784K
IWC
505
Integrated Wealth Concepts
Massachusetts
$782K
MC
506
Mathes Company
New York
$770K
CCM
507
Coldstream Capital Management
Washington
$765K
AG
508
Ascent Group
Virginia
$758K
MPWT
509
MassMutual Private Wealth & Trust
Connecticut
$757K
PCM
510
Princeton Capital Management
New Jersey
$754K
IAN
511
Integrated Advisors Network
Texas
$754K
BCA
512
Bay Colony Advisors
Massachusetts
$753K
PCIA
513
Prime Capital Investment Advisors
Kansas
$752K
MWM
514
Mindset Wealth Management
Indiana
$751K
TSS
515
Two Sigma Securities
New York
$740K
BPWM
516
Badgley Phelps Wealth Managers
Washington
$739K
TI
517
Tidal Investments
Wisconsin
$734K
BP
518
Ballentine Partners
Massachusetts
$730K
TGAM
519
TBH Global Asset Management
Tennessee
$729K
OWA
520
Outlook Wealth Advisors
Texas
$726K
MOS
521
MGO One Seven
Ohio
$721K
GRP
522
Global Retirement Partners
California
$717K
CF
523
Centaurus Financial
California
$715K
FG
524
Fiduciary Group
Georgia
$714K
CCA
525
Checchi Capital Advisers
California
$708K