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Iron Mountain

1,001 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, 360 increasing their positions, 388 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 call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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
WWG
551
West Wealth Group
California
$587K
EE
552
EWG Elevate
California
$583K
S
553
SignatureFD
Georgia
$583K
HNB
554
Huntington National Bank
Ohio
$582K
FCP
555
Fidelis Capital Partners
Florida
$582K
MSE
556
MUFG Securities EMEA
United Kingdom
$576K
WT
557
Washington Trust
Rhode Island
$569K
PS
558
Principal Securities
Iowa
$566K
GSIAS
559
Garden State Investment Advisory Services
New Jersey
$565K
CIA
560
Concurrent Investment Advisors
Florida
$563K
CPIG
561
Chicago Partners Investment Group
Illinois
$556K
ACM
562
Advisors Capital Management
New Jersey
$552K
ECM
563
Estabrook Capital Management
New York
$544K
FMP
564
Financial Management Professionals
Texas
$542K
ASC
565
Atalanta Sosnoff Capital
New York
$533K
VR
566
Valued Retirements
Texas
$532K
SAM
567
Smith Asset Management
Florida
$532K
KFA
568
Kapstone Financial Advisors
Ohio
$530K
TYCC
569
Texas Yale Capital Corp
Florida
$526K
AWA
570
Arete Wealth Advisors
Illinois
$525K
SWP
571
Stratos Wealth Partners
Ohio
$525K
Koshinski Asset Management
572
Koshinski Asset Management
Illinois
$521K
KWM
573
Kingsview Wealth Management
Oregon
$520K
MBTD
574
Mechanics Bank - Trust Department
California
$519K
SAW
575
Signal Advisors Wealth
Michigan
$515K