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Iron Mountain

1,011 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, 366 increasing their positions, 390 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: 1,0391,011 (-28)

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
1,011
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
Wolverine Trading
551
Wolverine Trading
Illinois
$594K
PFA
552
Pinnacle Family Advisors
Missouri
$594K
OIA
553
OneDigital Investment Advisors
Kansas
$591K
ST
554
Somerset Trust
Pennsylvania
$590K
WWG
555
West Wealth Group
California
$587K
EE
556
EWG Elevate
California
$583K
S
557
SignatureFD
Georgia
$583K
HNB
558
Huntington National Bank
Ohio
$582K
FCP
559
Fidelis Capital Partners
Florida
$582K
MSE
560
MUFG Securities EMEA
United Kingdom
$576K
WT
561
Washington Trust
Rhode Island
$569K
PS
562
Principal Securities
Iowa
$566K
GSIAS
563
Garden State Investment Advisory Services
New Jersey
$565K
CIA
564
Concurrent Investment Advisors
Florida
$563K
CPIG
565
Chicago Partners Investment Group
Illinois
$556K
ACM
566
Advisors Capital Management
New Jersey
$552K
ECM
567
Estabrook Capital Management
New York
$544K
FMP
568
Financial Management Professionals
Texas
$542K
ASC
569
Atalanta Sosnoff Capital
New York
$533K
VR
570
Valued Retirements
Texas
$532K
SAM
571
Smith Asset Management
Florida
$532K
KFA
572
Kapstone Financial Advisors
Ohio
$530K
TYCC
573
Texas Yale Capital Corp
Florida
$526K
AWA
574
Arete Wealth Advisors
Illinois
$525K
SWP
575
Stratos Wealth Partners
Ohio
$525K