IRM icon

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
AAM
601
Augustine Asset Management
Florida
$471K
CRC
602
Curi RMB Capital
Illinois
$469K
CA
603
Clearstead Advisors
Ohio
$468K
WSFS
604
Wilmington Savings Fund Society
Delaware
$460K
AIM
605
Aspen Investment Management
Michigan
$459K
KF
606
Krilogy Financial
Missouri
$457K
GFM
607
GF Fund Management
China
$456K
QIM
608
Quest Investment Management
Oregon
$453K
ESB
609
Essex Savings Bank
Connecticut
$453K
AssetMark Inc
610
AssetMark Inc
California
$451K
MWPCG
611
Measured Wealth Private Client Group
New Hampshire
$446K
AMG
612
Advisors Management Group
Wisconsin
$439K
WANY
613
Wealthspire Advisors (New York)
New York
$438K
BWM
614
BCO Wealth Management
New Mexico
$437K
AA
615
Advisory Advocates
Michigan
$434K
FFO
616
Fiduciary Family Office
Florida
$433K
SWP
617
Stratos Wealth Partners
Ohio
$428K
KRS
618
Kentucky Retirement Systems
Kentucky
$426K
HCM
619
Howland Capital Management
Massachusetts
$425K
NAM
620
NorthCrest Asset Manangement
Minnesota
$425K
CWM
621
Cornerstone Wealth Management
Missouri
$424K
WCM
622
WealthBridge Capital Management
Ohio
$422K
HHCP
623
Hilton Head Capital Partners
South Carolina
$421K
SCP
624
Sivia Capital Partners
California
$420K
WA
625
Waddell & Associates
Tennessee
$420K