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Iron Mountain

1,008 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 365 increasing their positions, 389 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

3% less funds holding

Funds holding: 1,0371,008 (-29)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,008
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
ESB
601
Essex Savings Bank
Connecticut
$458K
TFA
602
Teamwork Financial Advisors
Texas
$456K
CRC
603
Curi RMB Capital
Illinois
$453K
QIM
604
Quest Investment Management
Oregon
$451K
PFG
605
Putney Financial Group
California
$444K
AWM
606
Ameliora Wealth Management
Switzerland
$443K
PWMG
607
Prestige Wealth Management Group
New Jersey
$442K
AAG
608
Armstrong Advisory Group
Massachusetts
$442K
WCM
609
WealthBridge Capital Management
Ohio
$439K
PA
610
Profund Advisors
Maryland
$437K
BWM
611
BCO Wealth Management
New Mexico
$436K
Fidelity International
612
Fidelity International
Bermuda
$436K
PD
613
Point72 (DIFC)
United Arab Emirates
$432K
PA
614
Pinnacle Associates
New York
$430K
SI
615
Stephens Inc
Arkansas
$427K
Kovitz Investment Group Partners
616
Kovitz Investment Group Partners
Illinois
$426K
BHPW
617
Beverly Hills Private Wealth
California
$423K
IAIM
618
International Assets Investment Management
Florida
$421K
CWM
619
Cornerstone Wealth Management
Missouri
$420K
MAS
620
Meeder Advisory Services
Ohio
$419K
AWAU
621
Alliance Wealth Advisors (Utah)
Utah
$418K
DEM
622
Disciplined Equity Management
Florida
$416K
AFG
623
Atomi Financial Group
New York
$415K
SWM
624
SFG Wealth Management
Maryland
$414K
AIA
625
Armor Investment Advisors
North Carolina
$414K