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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
526
MassMutual Private Wealth & Trust
Connecticut
$765K
MC
527
Mathes Company
New York
$756K
PCM
528
Princeton Capital Management
New Jersey
$756K
AWA
529
Arkadios Wealth Advisors
Georgia
$754K
GS
530
GTS Securities
New York
$749K
LFG
531
Larson Financial Group
Missouri
$745K
CF
532
Centaurus Financial
California
$727K
TGAM
533
TBH Global Asset Management
Tennessee
$722K
BCA
534
Bay Colony Advisors
Massachusetts
$715K
FG
535
Fiduciary Group
Georgia
$715K
CCA
536
Checchi Capital Advisers
California
$713K
BPWM
537
Badgley Phelps Wealth Managers
Washington
$707K
PCIA
538
Prime Capital Investment Advisors
Kansas
$706K
AWM
539
Avior Wealth Management
Nebraska
$704K
ECM
540
Evergreen Capital Management
Washington
$702K
IWM
541
IHT Wealth Management
Illinois
$702K
HAG
542
HighPoint Advisor Group
Illinois
$693K
FPAS
543
Focus Partners Advisor Solutions
Missouri
$686K
GI
544
GAMMA Investing
California
$676K
QCG
545
Quadrant Capital Group
Ohio
$672K
CIA
546
Concurrent Investment Advisors
Florida
$664K
CPCPP
547
Canada Post Corporation Pension Plan
Canada
$660K
SF
548
Summit Financial
New Jersey
$657K
KWM
549
Kingsview Wealth Management
Oregon
$656K
AWM
550
Aprio Wealth Management
Georgia
$652K