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Iron Mountain

1,078 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, 395 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: 1,0041,078 (+74)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.1%)

46% less call options, than puts

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

Holders
1,078
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
BBHC
576
Brown Brothers Harriman & Co
New York
$534K
HIP
577
HUB Investment Partners
Texas
$534K
VR
578
Valued Retirements
Texas
$530K
DWM
579
Destination Wealth Management
California
$530K
MGP
580
M&G plc
United Kingdom
$530K
HW
581
Hancock Whitney
Mississippi
$529K
Group One Trading
582
Group One Trading
Illinois
$526K
SWM
583
Spire Wealth Management
Virginia
$525K
ASC
584
Atalanta Sosnoff Capital
New York
$518K
WG
585
Welch Group
Alabama
$518K
PP
586
Prudential plc
United Kingdom
$517K
ECM
587
Estabrook Capital Management
New York
$513K
NAMNJ
588
NorthStar Asset Management (New Jersey)
New Jersey
$512K
USCWA
589
U.S. Capital Wealth Advisors
Texas
$510K
LW
590
Linscomb Wealth
Texas
$506K
KFA
591
Kapstone Financial Advisors
Ohio
$506K
PWP
592
Perfromance Wealth Partners
Illinois
$505K
LA
593
LBP AM
France
$498K
CWG
594
Cornerstone Wealth Group
North Carolina
$495K
DWP
595
Daymark Wealth Partners
Ohio
$491K
SAM
596
Smith Asset Management
Florida
$486K
OIA
597
OneDigital Investment Advisors
Kansas
$484K
GC
598
Guggenheim Capital
Illinois
$482K
BA
599
Bridgewater Associates
Connecticut
$479K
HNWAG
600
High Net Worth Advisory Group
Florida
$479K