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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
LIG
651
Lokken Investment Group
Delaware
$355K
SPC
652
Sigma Planning Corp
Michigan
$348K
AFP
653
Ausdal Financial Partners
Iowa
$348K
CAG
654
Crestwood Advisors Group
Massachusetts
$347K
PA
655
Parallel Advisors
California
$346K
PWM
656
Perigon Wealth Management
California
$342K
RIS
657
Retirement Income Solutions
Michigan
$341K
ECM
658
Evergreen Capital Management
Washington
$340K
RIS
659
Richmond Investment Services
Wisconsin
$338K
CBA
660
Coastal Bridge Advisors
Connecticut
$338K
FM
661
Foster & Motley
Ohio
$335K
WPC
662
Wedmont Private Capital
Pennsylvania
$334K
JCM
663
Jacobi Capital Management
Pennsylvania
$334K
AWA
664
Arkadios Wealth Advisors
Georgia
$334K
MWM
665
Mission Wealth Management
California
$332K
SFG
666
Sovereign Financial Group
Connecticut
$328K
CFG
667
Cooper Financial Group
California
$327K
EGA
668
E&G Advisors
Texas
$326K
RZH
669
Relyea Zuckerberg Hanson
Connecticut
$320K
CAMG
670
CWA Asset Management Group
Florida
$320K
KWS
671
Keystone Wealth Services
California
$319K
FFO
672
Fortitude Family Office
Arizona
$318K
FCM
673
Fortis Capital Management
Washington
$318K
BIG
674
Brooklyn Investment Group
New York
$317K
AIS
675
American Investment Services
Massachusetts
$316K