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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
CPCPP
551
Canada Post Corporation Pension Plan
Canada
$660K
SF
552
Summit Financial
New Jersey
$657K
KWM
553
Kingsview Wealth Management
Oregon
$656K
AWM
554
Aprio Wealth Management
Georgia
$652K
GKWIM
555
Gerber Kawasaki Wealth & Investment Management
California
$650K
HI
556
Horizon Investments
North Carolina
$649K
AIM
557
Aigen Investment Management
New York
$639K
HI
558
Harbour Investments
Wisconsin
$631K
EFS
559
Essex Financial Services
Connecticut
$630K
IBOK
560
Independence Bank of Kentucky
Kentucky
$626K
S
561
SignatureFD
Georgia
$625K
FCP
562
Fidelis Capital Partners
Florida
$624K
SSWM
563
Sheets Smith Wealth Management
North Carolina
$615K
CPCM
564
Cardinal Point Capital Management
Ontario, Canada
$608K
CAM
565
Columbia Asset Management
Michigan
$604K
MC
566
Machina Capital
France
$604K
CI
567
CX Institutional
Indiana
$602K
PFA
568
Pinnacle Family Advisors
Missouri
$601K
WWG
569
West Wealth Group
California
$599K
BP
570
Ballentine Partners
Massachusetts
$597K
OC
571
Oppenheimer & Co
New York
$587K
ST
572
Somerset Trust
Pennsylvania
$580K
WT
573
Washington Trust
Rhode Island
$571K
AWM
574
AE Wealth Management
Kansas
$562K
SW
575
Simplicity Wealth
New Jersey
$561K