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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
DAS
676
Dynamic Advisor Solutions
Arizona
$316K
IC
677
IEQ Capital
California
$316K
SEP
678
Southland Equity Partners
Missouri
$316K
TIAA Trust, National Association
679
TIAA Trust, National Association
North Carolina
$315K
OBWG
680
Onyx Bridge Wealth Group
New York
$311K
SFS
681
Sowell Financial Services
Arkansas
$311K
NAM
682
NorthCrest Asset Manangement
Minnesota
$310K
FTWA
683
Fifth Third Wealth Advisors
Ohio
$309K
BFM
684
Boothbay Fund Management
New York
$309K
CYG
685
Clean Yield Group
Vermont
$308K
AGA
686
Accuvest Global Advisors
Utah
$306K
API
687
Asset Planning Inc
California
$306K
SWM
688
SeaCrest Wealth Management
New York
$306K
TPWA
689
TRUE Private Wealth Advisors
Oregon
$304K
IAS
690
IMA Advisory Services
Colorado
$304K
JHP
691
James Hambro & Partners
United Kingdom
$303K
KeyBank National Association
692
KeyBank National Association
Ohio
$302K
VAS
693
Vestmark Advisory Solutions
Massachusetts
$301K
BRWA
694
B. Riley Wealth Advisors
Florida
$301K
FTUS
695
Flow Traders U.S.
New York
$299K
AssetMark Inc
696
AssetMark Inc
California
$296K
SAM
697
Seelaus Asset Management
New Jersey
$296K
PIA
698
Perennial Investment Advisors
California
$295K
CI
699
Cigna Investments
Connecticut
$295K
BCM
700
BTC Capital Management
Iowa
$292K