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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
651
Secure Asset Management
Michigan
$313K
AIA
652
Armor Investment Advisors
North Carolina
$313K
KF
653
Krilogy Financial
Missouri
$310K
WAM
654
WealthCare Asset Management
Missouri
$310K
PFA
655
Pathway Financial Advisers
Indiana
$303K
MAS
656
Meeder Advisory Services
Ohio
$301K
NS
657
NBC Securities
Alabama
$301K
DWM
658
Dakota Wealth Management
Florida
$300K
SPC
659
Sigma Planning Corp
Michigan
$299K
BRWM
660
Blue Rock Wealth Management
North Carolina
$299K
AFP
661
Ausdal Financial Partners
Iowa
$298K
AA
662
Aire Advisors
California
$298K
FTWA
663
Fifth Third Wealth Advisors
Ohio
$298K
CTC
664
Cetera Trust Company
Minnesota
$297K
MCM
665
Monument Capital Management
Virginia
$294K
PAM
666
Panagora Asset Management
Massachusetts
$292K
WPC
667
Wedmont Private Capital
Pennsylvania
$291K
LRIC
668
Long Road Investment Counsel
Michigan
$290K
PTC
669
Philadelphia Trust Company
Pennsylvania
$290K
PIM
670
Penobscot Investment Management
Massachusetts
$289K
SCP
671
Sivia Capital Partners
California
$286K
SWP
672
Sagespring Wealth Partners
Tennessee
$286K
OIAM
673
OFI Invest Asset Management
France
$286K
GPWA
674
Gaddis Premier Wealth Advisors
Oklahoma
$284K
VAS
675
Vestmark Advisory Solutions
Massachusetts
$281K