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Iron Mountain

1,011 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, 366 increasing their positions, 390 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: 1,0391,011 (-28)

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
1,011
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
AFG
626
Atomi Financial Group
New York
$415K
SWM
627
SFG Wealth Management
Maryland
$414K
AIA
628
Armor Investment Advisors
North Carolina
$414K
AWP
629
Axis Wealth Partners
Rhode Island
$412K
CWG
630
Cornerstone Wealth Group
North Carolina
$411K
PFA
631
Pathway Financial Advisers
Indiana
$403K
SAM
632
Secure Asset Management
Michigan
$403K
CBB
633
Citizens Business Bank
California
$402K
BWL
634
Bogart Wealth LLC
Virginia
$399K
SC
635
Syon Capital
California
$398K
PNC
636
Park National Corp
Ohio
$391K
CAM
637
Cresset Asset Management
Illinois
$391K
SWM
638
Sculati Wealth Management
Michigan
$389K
LWA
639
Ledgewood Wealth Advisors
New Hampshire
$388K
ACA
640
Aptus Capital Advisors
Alabama
$387K
CWG
641
Crown Wealth Group
North Carolina
$386K
RWB
642
RMR Wealth Builders
New Jersey
$380K
ETC
643
Exchange Traded Concepts
Oklahoma
$379K
SIA
644
Strategic Investment Advisors
Michigan
$378K
CG
645
Caprock Group
Idaho
$377K
KFGK
646
Keystone Financial Group (Kentucky)
Kentucky
$375K
CS
647
Capital Square
Tennessee
$374K
CTC
648
Cetera Trust Company
Minnesota
$373K
KCPG
649
Kavar Capital Partners Group
Kansas
$372K
SB
650
Strategic Blueprint
Georgia
$372K