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Iron Mountain

1,001 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, 360 increasing their positions, 388 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 call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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
TFA
601
Teamwork Financial Advisors
Texas
$456K
CRC
602
Curi RMB Capital
Illinois
$453K
QIM
603
Quest Investment Management
Oregon
$451K
PFG
604
Putney Financial Group
California
$444K
AWM
605
Ameliora Wealth Management
Switzerland
$443K
PWMG
606
Prestige Wealth Management Group
New Jersey
$442K
AAG
607
Armstrong Advisory Group
Massachusetts
$442K
WCM
608
WealthBridge Capital Management
Ohio
$439K
PA
609
Profund Advisors
Maryland
$437K
BWM
610
BCO Wealth Management
New Mexico
$436K
Fidelity International
611
Fidelity International
Bermuda
$436K
PD
612
Point72 (DIFC)
United Arab Emirates
$432K
PA
613
Pinnacle Associates
New York
$430K
SI
614
Stephens Inc
Arkansas
$427K
Kovitz Investment Group Partners
615
Kovitz Investment Group Partners
Illinois
$426K
BHPW
616
Beverly Hills Private Wealth
California
$423K
IAIM
617
International Assets Investment Management
Florida
$421K
CWM
618
Cornerstone Wealth Management
Missouri
$420K
MAS
619
Meeder Advisory Services
Ohio
$419K
AWAU
620
Alliance Wealth Advisors (Utah)
Utah
$418K
DEM
621
Disciplined Equity Management
Florida
$416K
AFG
622
Atomi Financial Group
New York
$415K
SWM
623
SFG Wealth Management
Maryland
$414K
AIA
624
Armor Investment Advisors
North Carolina
$414K
AWP
625
Axis Wealth Partners
Rhode Island
$412K