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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
S
651
Sachetta
Massachusetts
$367K
NI
652
Natural Investments
California
$365K
AA
653
Aire Advisors
California
$363K
PAM
654
Panagora Asset Management
Massachusetts
$359K
AI
655
Atria Investments
North Carolina
$359K
PTC
656
Philadelphia Trust Company
Pennsylvania
$357K
LRIC
657
Long Road Investment Counsel
Michigan
$357K
LIG
658
Lokken Investment Group
Delaware
$355K
SPC
659
Sigma Planning Corp
Michigan
$348K
AFP
660
Ausdal Financial Partners
Iowa
$348K
CAG
661
Crestwood Advisors Group
Massachusetts
$347K
PA
662
Parallel Advisors
California
$346K
PWM
663
Perigon Wealth Management
California
$342K
RIS
664
Retirement Income Solutions
Michigan
$341K
ECM
665
Evergreen Capital Management
Washington
$340K
RIS
666
Richmond Investment Services
Wisconsin
$338K
CBA
667
Coastal Bridge Advisors
Connecticut
$338K
FM
668
Foster & Motley
Ohio
$335K
WPC
669
Wedmont Private Capital
Pennsylvania
$334K
JCM
670
Jacobi Capital Management
Pennsylvania
$334K
AWA
671
Arkadios Wealth Advisors
Georgia
$334K
MWM
672
Mission Wealth Management
California
$332K
SFG
673
Sovereign Financial Group
Connecticut
$328K
CFG
674
Cooper Financial Group
California
$327K
EGA
675
E&G Advisors
Texas
$326K