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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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
FCP
551
Fidelis Capital Partners
Florida
$582K
MSE
552
MUFG Securities EMEA
United Kingdom
$576K
WT
553
Washington Trust
Rhode Island
$569K
PS
554
Principal Securities
Iowa
$566K
GSIAS
555
Garden State Investment Advisory Services
New Jersey
$565K
CIA
556
Concurrent Investment Advisors
Florida
$563K
CPIG
557
Chicago Partners Investment Group
Illinois
$556K
ACM
558
Advisors Capital Management
New Jersey
$552K
ECM
559
Estabrook Capital Management
New York
$544K
FMP
560
Financial Management Professionals
Texas
$542K
ASC
561
Atalanta Sosnoff Capital
New York
$533K
VR
562
Valued Retirements
Texas
$532K
SAM
563
Smith Asset Management
Florida
$532K
KFA
564
Kapstone Financial Advisors
Ohio
$530K
TYCC
565
Texas Yale Capital Corp
Florida
$526K
AWA
566
Arete Wealth Advisors
Illinois
$525K
SWP
567
Stratos Wealth Partners
Ohio
$525K
Koshinski Asset Management
568
Koshinski Asset Management
Illinois
$521K
KWM
569
Kingsview Wealth Management
Oregon
$520K
MBTD
570
Mechanics Bank - Trust Department
California
$519K
SAW
571
Signal Advisors Wealth
Michigan
$515K
NAMNJ
572
NorthStar Asset Management (New Jersey)
New Jersey
$511K
LW
573
Linscomb Wealth
Texas
$507K
PWP
574
Perfromance Wealth Partners
Illinois
$503K
PAS
575
Point72 Asia (Singapore)
Singapore
$501K