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Iron Mountain

1,008 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 365 increasing their positions, 389 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0371,008 (-29)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,008
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
626
Axis Wealth Partners
Rhode Island
$412K
CWG
627
Cornerstone Wealth Group
North Carolina
$411K
PFA
628
Pathway Financial Advisers
Indiana
$403K
SAM
629
Secure Asset Management
Michigan
$403K
CBB
630
Citizens Business Bank
California
$402K
BWL
631
Bogart Wealth LLC
Virginia
$399K
SC
632
Syon Capital
California
$398K
PNC
633
Park National Corp
Ohio
$391K
CAM
634
Cresset Asset Management
Illinois
$391K
SWM
635
Sculati Wealth Management
Michigan
$389K
LWA
636
Ledgewood Wealth Advisors
New Hampshire
$388K
ACA
637
Aptus Capital Advisors
Alabama
$387K
CWG
638
Crown Wealth Group
North Carolina
$386K
RWB
639
RMR Wealth Builders
New Jersey
$380K
ETC
640
Exchange Traded Concepts
Oklahoma
$379K
SIA
641
Strategic Investment Advisors
Michigan
$378K
CG
642
Caprock Group
Idaho
$377K
KFGK
643
Keystone Financial Group (Kentucky)
Kentucky
$375K
CS
644
Capital Square
Tennessee
$374K
CTC
645
Cetera Trust Company
Minnesota
$373K
KCPG
646
Kavar Capital Partners Group
Kansas
$372K
SB
647
Strategic Blueprint
Georgia
$372K
PCG
648
Prosperity Consulting Group
Maryland
$371K
SI
649
Severin Investments
Missouri
$371K
BRWM
650
Blue Rock Wealth Management
North Carolina
$367K