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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
PCG
651
Prosperity Consulting Group
Maryland
$371K
SI
652
Severin Investments
Missouri
$371K
BRWM
653
Blue Rock Wealth Management
North Carolina
$367K
S
654
Sachetta
Massachusetts
$367K
NI
655
Natural Investments
California
$365K
AA
656
Aire Advisors
California
$363K
PAM
657
Panagora Asset Management
Massachusetts
$359K
AI
658
Atria Investments
North Carolina
$359K
PTC
659
Philadelphia Trust Company
Pennsylvania
$357K
LRIC
660
Long Road Investment Counsel
Michigan
$357K
LIG
661
Lokken Investment Group
Delaware
$355K
SPC
662
Sigma Planning Corp
Michigan
$348K
AFP
663
Ausdal Financial Partners
Iowa
$348K
CAG
664
Crestwood Advisors Group
Massachusetts
$347K
PA
665
Parallel Advisors
California
$346K
PWM
666
Perigon Wealth Management
California
$342K
RIS
667
Retirement Income Solutions
Michigan
$341K
ECM
668
Evergreen Capital Management
Washington
$340K
RIS
669
Richmond Investment Services
Wisconsin
$338K
CBA
670
Coastal Bridge Advisors
Connecticut
$338K
FM
671
Foster & Motley
Ohio
$335K
WPC
672
Wedmont Private Capital
Pennsylvania
$334K
JCM
673
Jacobi Capital Management
Pennsylvania
$334K
AWA
674
Arkadios Wealth Advisors
Georgia
$334K
MWM
675
Mission Wealth Management
California
$332K