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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
HIP
576
HUB Investment Partners
Texas
$534K
VR
577
Valued Retirements
Texas
$530K
DWM
578
Destination Wealth Management
California
$530K
MGP
579
M&G plc
United Kingdom
$530K
HW
580
Hancock Whitney
Mississippi
$529K
Group One Trading
581
Group One Trading
Illinois
$526K
SWM
582
Spire Wealth Management
Virginia
$525K
ASC
583
Atalanta Sosnoff Capital
New York
$518K
WG
584
Welch Group
Alabama
$518K
PP
585
Prudential plc
United Kingdom
$517K
ECM
586
Estabrook Capital Management
New York
$513K
NAMNJ
587
NorthStar Asset Management (New Jersey)
New Jersey
$512K
USCWA
588
U.S. Capital Wealth Advisors
Texas
$510K
LW
589
Linscomb Wealth
Texas
$506K
KFA
590
Kapstone Financial Advisors
Ohio
$506K
PWP
591
Perfromance Wealth Partners
Illinois
$505K
LA
592
LBP AM
France
$498K
CWG
593
Cornerstone Wealth Group
North Carolina
$495K
DWP
594
Daymark Wealth Partners
Ohio
$491K
SAM
595
Smith Asset Management
Florida
$486K
OIA
596
OneDigital Investment Advisors
Kansas
$484K
GC
597
Guggenheim Capital
Illinois
$482K
BA
598
Bridgewater Associates
Connecticut
$479K
HNWAG
599
High Net Worth Advisory Group
Florida
$479K
JC
600
JB Capital
Connecticut
$473K