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Iron Mountain

1,001 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, 360 increasing their positions, 388 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 call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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 -$127M
2 -$54.9M
3 -$54.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.6M
5
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KRSITF
501
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$787K
TRCT
502
Tower Research Capital (TRC)
New York
$784K
PIM
503
Penobscot Investment Management
Massachusetts
$784K
IWC
504
Integrated Wealth Concepts
Massachusetts
$782K
MC
505
Mathes Company
New York
$770K
CCM
506
Coldstream Capital Management
Washington
$765K
AG
507
Ascent Group
Virginia
$758K
MPWT
508
MassMutual Private Wealth & Trust
Connecticut
$757K
PCM
509
Princeton Capital Management
New Jersey
$754K
IAN
510
Integrated Advisors Network
Texas
$754K
BCA
511
Bay Colony Advisors
Massachusetts
$753K
PCIA
512
Prime Capital Investment Advisors
Kansas
$752K
MWM
513
Mindset Wealth Management
Indiana
$751K
TSS
514
Two Sigma Securities
New York
$740K
BPWM
515
Badgley Phelps Wealth Managers
Washington
$739K
TI
516
Tidal Investments
Wisconsin
$734K
BP
517
Ballentine Partners
Massachusetts
$730K
TGAM
518
TBH Global Asset Management
Tennessee
$729K
OWA
519
Outlook Wealth Advisors
Texas
$726K
MOS
520
MGO One Seven
Ohio
$721K
GRP
521
Global Retirement Partners
California
$717K
CF
522
Centaurus Financial
California
$715K
FG
523
Fiduciary Group
Georgia
$714K
CCA
524
Checchi Capital Advisers
California
$708K
SFI
525
Susquehanna Fundamental Investments
Pennsylvania
$687K