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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
SFG
676
Sovereign Financial Group
Connecticut
$328K
CFG
677
Cooper Financial Group
California
$327K
EGA
678
E&G Advisors
Texas
$326K
RZH
679
Relyea Zuckerberg Hanson
Connecticut
$320K
CAMG
680
CWA Asset Management Group
Florida
$320K
KWS
681
Keystone Wealth Services
California
$319K
FFO
682
Fortitude Family Office
Arizona
$318K
FCM
683
Fortis Capital Management
Washington
$318K
BIG
684
Brooklyn Investment Group
New York
$317K
AIS
685
American Investment Services
Massachusetts
$316K
DAS
686
Dynamic Advisor Solutions
Arizona
$316K
IC
687
IEQ Capital
California
$316K
SEP
688
Southland Equity Partners
Missouri
$316K
TIAA Trust, National Association
689
TIAA Trust, National Association
North Carolina
$315K
OBWG
690
Onyx Bridge Wealth Group
New York
$311K
SFS
691
Sowell Financial Services
Arkansas
$311K
NAM
692
NorthCrest Asset Manangement
Minnesota
$310K
AMG
693
Advisors Management Group
Wisconsin
$310K
FTWA
694
Fifth Third Wealth Advisors
Ohio
$309K
BFM
695
Boothbay Fund Management
New York
$309K
CYG
696
Clean Yield Group
Vermont
$308K
AGA
697
Accuvest Global Advisors
Utah
$306K
API
698
Asset Planning Inc
California
$306K
SWM
699
SeaCrest Wealth Management
New York
$306K
TPWA
700
TRUE Private Wealth Advisors
Oregon
$304K