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Iron Mountain

990 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 320 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
990
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
626
Koshinski Asset Management
Illinois
$337K
NI
627
Natural Investments
California
$336K
AWP
628
Axis Wealth Partners
Rhode Island
$334K
SAW
629
Signal Advisors Wealth
Michigan
$334K
CWG
630
Cornerstone Wealth Group
North Carolina
$333K
ACA
631
Aptus Capital Advisors
Alabama
$332K
SFC
632
Strategic Financial Concepts
Texas
$332K
BHPW
633
Beverly Hills Private Wealth
California
$329K
BWL
634
Bogart Wealth LLC
Virginia
$325K
Envestnet Portfolio Solutions
635
Envestnet Portfolio Solutions
Illinois
$324K
Capstone Investment Advisors
636
Capstone Investment Advisors
New York
$324K
CS
637
Capital Square
Tennessee
$321K
SI
638
Stephens Inc
Arkansas
$319K
PNC
639
Park National Corp
Ohio
$318K
LWA
640
Ledgewood Wealth Advisors
New Hampshire
$316K
EH
641
Equitable Holdings
New York
$315K
SWM
642
Sculati Wealth Management
Michigan
$315K
AAS
643
Ameritas Advisory Services
Nebraska
$314K
SAM
644
Secure Asset Management
Michigan
$313K
AIA
645
Armor Investment Advisors
North Carolina
$313K
KF
646
Krilogy Financial
Missouri
$310K
WAM
647
WealthCare Asset Management
Missouri
$310K
PFA
648
Pathway Financial Advisers
Indiana
$303K
MAS
649
Meeder Advisory Services
Ohio
$301K
NS
650
NBC Securities
Alabama
$301K