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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
USCWA
526
U.S. Capital Wealth Advisors
Texas
$681K
SF
527
Symphony Financial
Texas
$678K
QCG
528
Quadrant Capital Group
Ohio
$673K
Twin Tree Management
529
Twin Tree Management
Texas
$670K
EH
530
Equitable Holdings
New York
$663K
Two Sigma Advisers
531
Two Sigma Advisers
New York
$663K
GI
532
GAMMA Investing
California
$662K
FFA
533
Farther Finance Advisors
California
$660K
GSEP
534
Golden State Equity Partners
California
$656K
CM
535
Caption Management
Oklahoma
$652K
CAM
536
Columbia Asset Management
Michigan
$652K
GKWIM
537
Gerber Kawasaki Wealth & Investment Management
California
$645K
CCIA
538
Campbell & Co Investment Adviser
Maryland
$644K
O
539
Ossiam
France
$643K
MCM
540
Monument Capital Management
Virginia
$636K
CFO
541
Callan Family Office
Pennsylvania
$618K
JSC
542
Jackson Square Capital
California
$612K
PFS
543
Prospera Financial Services
Texas
$604K
SSWM
544
Sheets Smith Wealth Management
North Carolina
$602K
EI
545
Ellevest Inc
New York
$595K
TWC
546
TD Waterhouse Canada
Ontario, Canada
$594K
Wolverine Trading
547
Wolverine Trading
Illinois
$594K
PFA
548
Pinnacle Family Advisors
Missouri
$594K
OIA
549
OneDigital Investment Advisors
Kansas
$591K
ST
550
Somerset Trust
Pennsylvania
$590K