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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,082
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
GC
601
Guggenheim Capital
Illinois
$482K
BA
602
Bridgewater Associates
Connecticut
$479K
HNWAG
603
High Net Worth Advisory Group
Florida
$479K
JC
604
JB Capital
Connecticut
$473K
AAM
605
Augustine Asset Management
Florida
$471K
CRC
606
Curi RMB Capital
Illinois
$469K
CA
607
Clearstead Advisors
Ohio
$468K
WSFS
608
Wilmington Savings Fund Society
Delaware
$460K
AIM
609
Aspen Investment Management
Michigan
$459K
KF
610
Krilogy Financial
Missouri
$457K
GFM
611
GF Fund Management
China
$456K
QIM
612
Quest Investment Management
Oregon
$453K
ESB
613
Essex Savings Bank
Connecticut
$453K
AssetMark Inc
614
AssetMark Inc
California
$451K
MWPCG
615
Measured Wealth Private Client Group
New Hampshire
$446K
AMG
616
Advisors Management Group
Wisconsin
$439K
WANY
617
Wealthspire Advisors (New York)
New York
$438K
BWM
618
BCO Wealth Management
New Mexico
$437K
AA
619
Advisory Advocates
Michigan
$434K
FFO
620
Fiduciary Family Office
Florida
$433K
SWP
621
Stratos Wealth Partners
Ohio
$428K
KRS
622
Kentucky Retirement Systems
Kentucky
$426K
HCM
623
Howland Capital Management
Massachusetts
$425K
NAM
624
NorthCrest Asset Manangement
Minnesota
$425K
CWM
625
Cornerstone Wealth Management
Missouri
$424K