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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 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:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
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
GKWIM
551
Gerber Kawasaki Wealth & Investment Management
California
$650K
HI
552
Horizon Investments
North Carolina
$649K
AIM
553
Aigen Investment Management
New York
$639K
HI
554
Harbour Investments
Wisconsin
$631K
EFS
555
Essex Financial Services
Connecticut
$630K
IBOK
556
Independence Bank of Kentucky
Kentucky
$626K
S
557
SignatureFD
Georgia
$625K
FCP
558
Fidelis Capital Partners
Florida
$624K
SSWM
559
Sheets Smith Wealth Management
North Carolina
$615K
CPCM
560
Cardinal Point Capital Management
Ontario, Canada
$608K
CAM
561
Columbia Asset Management
Michigan
$604K
MC
562
Machina Capital
France
$604K
CI
563
CX Institutional
Indiana
$602K
PFA
564
Pinnacle Family Advisors
Missouri
$601K
WWG
565
West Wealth Group
California
$599K
BP
566
Ballentine Partners
Massachusetts
$597K
OC
567
Oppenheimer & Co
New York
$587K
ST
568
Somerset Trust
Pennsylvania
$580K
WT
569
Washington Trust
Rhode Island
$571K
AWM
570
AE Wealth Management
Kansas
$562K
SW
571
Simplicity Wealth
New Jersey
$561K
TPCW
572
TD Private Client Wealth
New York
$560K
AAS
573
Ameritas Advisory Services
Nebraska
$557K
FMP
574
Financial Management Professionals
Texas
$550K
BBHC
575
Brown Brothers Harriman & Co
New York
$534K