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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
AWM
601
Ameliora Wealth Management
Switzerland
$443K
PWMG
602
Prestige Wealth Management Group
New Jersey
$442K
AAG
603
Armstrong Advisory Group
Massachusetts
$442K
WCM
604
WealthBridge Capital Management
Ohio
$439K
PA
605
Profund Advisors
Maryland
$437K
BWM
606
BCO Wealth Management
New Mexico
$436K
Fidelity International
607
Fidelity International
Bermuda
$436K
PD
608
Point72 (DIFC)
United Arab Emirates
$432K
PA
609
Pinnacle Associates
New York
$430K
SI
610
Stephens Inc
Arkansas
$427K
Kovitz Investment Group Partners
611
Kovitz Investment Group Partners
Illinois
$426K
BHPW
612
Beverly Hills Private Wealth
California
$423K
IAIM
613
International Assets Investment Management
Florida
$421K
CWM
614
Cornerstone Wealth Management
Missouri
$420K
MAS
615
Meeder Advisory Services
Ohio
$419K
AWAU
616
Alliance Wealth Advisors (Utah)
Utah
$418K
DEM
617
Disciplined Equity Management
Florida
$416K
AFG
618
Atomi Financial Group
New York
$415K
SWM
619
SFG Wealth Management
Maryland
$414K
AIA
620
Armor Investment Advisors
North Carolina
$414K
AWP
621
Axis Wealth Partners
Rhode Island
$412K
CWG
622
Cornerstone Wealth Group
North Carolina
$411K
PFA
623
Pathway Financial Advisers
Indiana
$403K
SAM
624
Secure Asset Management
Michigan
$403K
CBB
625
Citizens Business Bank
California
$402K