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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 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:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
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
NI
626
Natural Investments
California
$419K
DEM
627
Disciplined Equity Management
Florida
$417K
AA
628
Advisory Alpha
Michigan
$416K
AWAU
629
Alliance Wealth Advisors (Utah)
Utah
$416K
IA
630
Integrity Alliance
Iowa
$415K
AWP
631
Axis Wealth Partners
Rhode Island
$413K
CAG
632
Csenge Advisory Group
Florida
$412K
IAIM
633
International Assets Investment Management
Florida
$412K
GWP
634
Gateway Wealth Partners
Wisconsin
$410K
AAP
635
Arax Advisory Partners
Colorado
$408K
FHA
636
Flagship Harbor Advisors
Massachusetts
$407K
BHPW
637
Beverly Hills Private Wealth
California
$404K
KeyBank National Association
638
KeyBank National Association
Ohio
$402K
PA
639
Profund Advisors
Maryland
$399K
BWL
640
Bogart Wealth LLC
Virginia
$398K
AAG
641
Armstrong Advisory Group
Massachusetts
$398K
CCM
642
CFO Capital Management
Connecticut
$396K
PA
643
Parallel Advisors
California
$394K
LWA
644
Ledgewood Wealth Advisors
New Hampshire
$389K
WPC
645
Wedmont Private Capital
Pennsylvania
$389K
SWM
646
Sculati Wealth Management
Michigan
$388K
EWM
647
Empirical Wealth Management
Washington
$386K
HH
648
Hilltop Holdings
Texas
$386K
AIA
649
Armor Investment Advisors
North Carolina
$385K
PWM
650
Perigon Wealth Management
California
$383K