IRM icon

Iron Mountain

1,001 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, 361 increasing their positions, 387 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 call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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
KWS
676
Keystone Wealth Services
California
$319K
FFO
677
Fortitude Family Office
Arizona
$318K
FCM
678
Fortis Capital Management
Washington
$318K
BIG
679
Brooklyn Investment Group
New York
$317K
AIS
680
American Investment Services
Massachusetts
$316K
DAS
681
Dynamic Advisor Solutions
Arizona
$316K
IC
682
IEQ Capital
California
$316K
SEP
683
Southland Equity Partners
Missouri
$316K
TIAA Trust, National Association
684
TIAA Trust, National Association
North Carolina
$315K
OBWG
685
Onyx Bridge Wealth Group
New York
$311K
SFS
686
Sowell Financial Services
Arkansas
$311K
NAM
687
NorthCrest Asset Manangement
Minnesota
$310K
AMG
688
Advisors Management Group
Wisconsin
$310K
FTWA
689
Fifth Third Wealth Advisors
Ohio
$309K
BFM
690
Boothbay Fund Management
New York
$309K
CYG
691
Clean Yield Group
Vermont
$308K
AGA
692
Accuvest Global Advisors
Utah
$306K
API
693
Asset Planning Inc
California
$306K
SWM
694
SeaCrest Wealth Management
New York
$306K
TPWA
695
TRUE Private Wealth Advisors
Oregon
$304K
IAS
696
IMA Advisory Services
Colorado
$304K
JHP
697
James Hambro & Partners
United Kingdom
$303K
KeyBank National Association
698
KeyBank National Association
Ohio
$302K
VAS
699
Vestmark Advisory Solutions
Massachusetts
$301K
BRWA
700
B. Riley Wealth Advisors
Florida
$301K