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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
Envestnet Portfolio Solutions
576
Envestnet Portfolio Solutions
Illinois
$498K
IA
577
Integrity Alliance
Iowa
$497K
AAIS
578
ABN AMRO Investment Solutions
$494K
GFM
579
GF Fund Management
China
$493K
CPCPP
580
Canada Post Corporation Pension Plan
Canada
$490K
AAM
581
Augustine Asset Management
Florida
$489K
NP
582
NorthRock Partners
Minnesota
$487K
TPCW
583
TD Private Client Wealth
New York
$485K
CG
584
Cynosure Group
Utah
$479K
HNWAG
585
High Net Worth Advisory Group
Florida
$478K
GAG
586
GM Advisory Group
New York
$478K
RMDI
587
R.M. Davis Inc
Maine
$471K
Fisher Asset Management
588
Fisher Asset Management
Washington
$469K
AIM
589
Aspen Investment Management
Michigan
$463K
HI
590
Horizon Investments
North Carolina
$462K
WG
591
Welch Group
Alabama
$462K
HW
592
Hancock Whitney
Mississippi
$462K
WSFS
593
Wilmington Savings Fund Society
Delaware
$461K
NS
594
NBC Securities
Alabama
$461K
HH
595
Hilltop Holdings
Texas
$461K
ESB
596
Essex Savings Bank
Connecticut
$458K
TFA
597
Teamwork Financial Advisors
Texas
$456K
CRC
598
Curi RMB Capital
Illinois
$453K
QIM
599
Quest Investment Management
Oregon
$451K
PFG
600
Putney Financial Group
California
$444K