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Iron Mountain

1,008 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, 365 increasing their positions, 389 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

3% less funds holding

Funds holding: 1,0371,008 (-29)

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
1,008
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
551
Somerset Trust
Pennsylvania
$590K
WWG
552
West Wealth Group
California
$587K
EE
553
EWG Elevate
California
$583K
S
554
SignatureFD
Georgia
$583K
HNB
555
Huntington National Bank
Ohio
$582K
FCP
556
Fidelis Capital Partners
Florida
$582K
MSE
557
MUFG Securities EMEA
United Kingdom
$576K
WT
558
Washington Trust
Rhode Island
$569K
PS
559
Principal Securities
Iowa
$566K
GSIAS
560
Garden State Investment Advisory Services
New Jersey
$565K
CIA
561
Concurrent Investment Advisors
Florida
$563K
CPIG
562
Chicago Partners Investment Group
Illinois
$556K
ACM
563
Advisors Capital Management
New Jersey
$552K
ECM
564
Estabrook Capital Management
New York
$544K
FMP
565
Financial Management Professionals
Texas
$542K
ASC
566
Atalanta Sosnoff Capital
New York
$533K
VR
567
Valued Retirements
Texas
$532K
SAM
568
Smith Asset Management
Florida
$532K
KFA
569
Kapstone Financial Advisors
Ohio
$530K
TYCC
570
Texas Yale Capital Corp
Florida
$526K
AWA
571
Arete Wealth Advisors
Illinois
$525K
SWP
572
Stratos Wealth Partners
Ohio
$525K
Koshinski Asset Management
573
Koshinski Asset Management
Illinois
$521K
KWM
574
Kingsview Wealth Management
Oregon
$520K
MBTD
575
Mechanics Bank - Trust Department
California
$519K