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Iron Mountain

990 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 320 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 ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
990
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
DWM
676
Destination Wealth Management
California
$272K
FM
677
Foster & Motley
Ohio
$272K
VT
678
Vise Technologies
New York
$271K
SF
679
Symphony Financial
Texas
$271K
CBA
680
Coastal Bridge Advisors
Connecticut
$268K
EGA
681
E&G Advisors
Texas
$265K
SFG
682
Sovereign Financial Group
Connecticut
$265K
KCPG
683
Kavar Capital Partners Group
Kansas
$263K
FCM
684
Fortis Capital Management
Washington
$260K
PA
685
Parallel Advisors
California
$260K
KWS
686
Keystone Wealth Services
California
$259K
IA
687
IFP Advisors
Florida
$259K
GS
688
GTS Securities
New York
$259K
FFO
689
Fortitude Family Office
Arizona
$258K
AIS
690
American Investment Services
Massachusetts
$257K
MG
691
Mather Group
Illinois
$257K
TIAA Trust, National Association
692
TIAA Trust, National Association
North Carolina
$256K
BRWA
693
B. Riley Wealth Advisors
Florida
$256K
CWG
694
Crown Wealth Group
North Carolina
$254K
FISPB
695
Fideuram - Intesa Sanpaolo Private Banking
$253K
MA
696
Montag & Associates
Georgia
$253K
SAM
697
Seelaus Asset Management
New Jersey
$253K
MG
698
Marex Group
$253K
AMG
699
Advisors Management Group
Wisconsin
$252K
SEP
700
Southland Equity Partners
Missouri
$250K