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Iron Mountain

1,011 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, 366 increasing their positions, 390 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: 1,0391,011 (-28)

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
1,011
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
MMA
501
Miracle Mile Advisors
California
$792K
AIM
502
Aigen Investment Management
New York
$791K
TPA
503
Trivium Point Advisory
Connecticut
$789K
IBOK
504
Independence Bank of Kentucky
Kentucky
$787K
KRSITF
505
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$787K
TRCT
506
Tower Research Capital (TRC)
New York
$784K
PIM
507
Penobscot Investment Management
Massachusetts
$784K
IWC
508
Integrated Wealth Concepts
Massachusetts
$782K
MC
509
Mathes Company
New York
$770K
CCM
510
Coldstream Capital Management
Washington
$765K
AG
511
Ascent Group
Virginia
$758K
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$757K
PCM
513
Princeton Capital Management
New Jersey
$754K
IAN
514
Integrated Advisors Network
Texas
$754K
BCA
515
Bay Colony Advisors
Massachusetts
$753K
PCIA
516
Prime Capital Investment Advisors
Kansas
$752K
MWM
517
Mindset Wealth Management
Indiana
$751K
TSS
518
Two Sigma Securities
New York
$740K
BPWM
519
Badgley Phelps Wealth Managers
Washington
$739K
TI
520
Tidal Investments
Wisconsin
$734K
BP
521
Ballentine Partners
Massachusetts
$730K
TGAM
522
TBH Global Asset Management
Tennessee
$729K
OWA
523
Outlook Wealth Advisors
Texas
$726K
MOS
524
MGO One Seven
Ohio
$721K
GRP
525
Global Retirement Partners
California
$717K