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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
WCM
626
WealthBridge Capital Management
Ohio
$422K
HHCP
627
Hilton Head Capital Partners
South Carolina
$421K
SCP
628
Sivia Capital Partners
California
$420K
WA
629
Waddell & Associates
Tennessee
$420K
NI
630
Natural Investments
California
$419K
DEM
631
Disciplined Equity Management
Florida
$417K
AA
632
Advisory Alpha
Michigan
$416K
AWAU
633
Alliance Wealth Advisors (Utah)
Utah
$416K
IA
634
Integrity Alliance
Iowa
$415K
AWP
635
Axis Wealth Partners
Rhode Island
$413K
CAG
636
Csenge Advisory Group
Florida
$412K
IAIM
637
International Assets Investment Management
Florida
$412K
GWP
638
Gateway Wealth Partners
Wisconsin
$410K
AAP
639
Arax Advisory Partners
Colorado
$408K
FHA
640
Flagship Harbor Advisors
Massachusetts
$407K
BHPW
641
Beverly Hills Private Wealth
California
$404K
KeyBank National Association
642
KeyBank National Association
Ohio
$402K
PA
643
Profund Advisors
Maryland
$399K
BWL
644
Bogart Wealth LLC
Virginia
$398K
AAG
645
Armstrong Advisory Group
Massachusetts
$398K
CCM
646
CFO Capital Management
Connecticut
$396K
PA
647
Parallel Advisors
California
$394K
LWA
648
Ledgewood Wealth Advisors
New Hampshire
$389K
WPC
649
Wedmont Private Capital
Pennsylvania
$389K
SWM
650
Sculati Wealth Management
Michigan
$388K