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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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
BWL
626
Bogart Wealth LLC
Virginia
$399K
SC
627
Syon Capital
California
$398K
PNC
628
Park National Corp
Ohio
$391K
SWM
629
Sculati Wealth Management
Michigan
$389K
LWA
630
Ledgewood Wealth Advisors
New Hampshire
$388K
ACA
631
Aptus Capital Advisors
Alabama
$387K
CWG
632
Crown Wealth Group
North Carolina
$386K
RWB
633
RMR Wealth Builders
New Jersey
$380K
ETC
634
Exchange Traded Concepts
Oklahoma
$379K
SIA
635
Strategic Investment Advisors
Michigan
$378K
CG
636
Caprock Group
Idaho
$377K
KFGK
637
Keystone Financial Group (Kentucky)
Kentucky
$375K
CS
638
Capital Square
Tennessee
$374K
CTC
639
Cetera Trust Company
Minnesota
$373K
KCPG
640
Kavar Capital Partners Group
Kansas
$372K
SB
641
Strategic Blueprint
Georgia
$372K
PCG
642
Prosperity Consulting Group
Maryland
$371K
BRWM
643
Blue Rock Wealth Management
North Carolina
$367K
S
644
Sachetta
Massachusetts
$367K
NI
645
Natural Investments
California
$365K
AA
646
Aire Advisors
California
$363K
PAM
647
Panagora Asset Management
Massachusetts
$359K
AI
648
Atria Investments
North Carolina
$359K
PTC
649
Philadelphia Trust Company
Pennsylvania
$357K
LRIC
650
Long Road Investment Counsel
Michigan
$357K