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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
CCM
526
Coldstream Capital Management
Washington
$787K
HNB
527
Huntington National Bank
Ohio
$768K
MOS
528
MGO One Seven
Ohio
$767K
PFS
529
Prospera Financial Services
Texas
$766K
MPWT
530
MassMutual Private Wealth & Trust
Connecticut
$765K
MC
531
Mathes Company
New York
$756K
PCM
532
Princeton Capital Management
New Jersey
$756K
AWA
533
Arkadios Wealth Advisors
Georgia
$754K
GS
534
GTS Securities
New York
$749K
LFG
535
Larson Financial Group
Missouri
$745K
CF
536
Centaurus Financial
California
$727K
TGAM
537
TBH Global Asset Management
Tennessee
$722K
BCA
538
Bay Colony Advisors
Massachusetts
$715K
FG
539
Fiduciary Group
Georgia
$715K
CCA
540
Checchi Capital Advisers
California
$713K
BPWM
541
Badgley Phelps Wealth Managers
Washington
$707K
PCIA
542
Prime Capital Investment Advisors
Kansas
$706K
AWM
543
Avior Wealth Management
Nebraska
$704K
ECM
544
Evergreen Capital Management
Washington
$702K
IWM
545
IHT Wealth Management
Illinois
$702K
HAG
546
HighPoint Advisor Group
Illinois
$693K
FPAS
547
Focus Partners Advisor Solutions
Missouri
$686K
GI
548
GAMMA Investing
California
$676K
QCG
549
Quadrant Capital Group
Ohio
$672K
CIA
550
Concurrent Investment Advisors
Florida
$664K