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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
SI
676
Severin Investments
Missouri
$280K
RIS
677
Retirement Income Solutions
Michigan
$278K
MMA
678
Miracle Mile Advisors
California
$278K
KA
679
Kovack Advisors
Florida
$277K
RIS
680
Richmond Investment Services
Wisconsin
$276K
RMDI
681
R.M. Davis Inc
Maine
$275K
PWM
682
Perigon Wealth Management
California
$273K
DWM
683
Destination Wealth Management
California
$272K
FM
684
Foster & Motley
Ohio
$272K
VT
685
Vise Technologies
New York
$271K
SF
686
Symphony Financial
Texas
$271K
CBA
687
Coastal Bridge Advisors
Connecticut
$268K
EGA
688
E&G Advisors
Texas
$265K
SFG
689
Sovereign Financial Group
Connecticut
$265K
KCPG
690
Kavar Capital Partners Group
Kansas
$263K
FCM
691
Fortis Capital Management
Washington
$260K
PA
692
Parallel Advisors
California
$260K
KWS
693
Keystone Wealth Services
California
$259K
IA
694
IFP Advisors
Florida
$259K
GS
695
GTS Securities
New York
$259K
FFO
696
Fortitude Family Office
Arizona
$258K
AIS
697
American Investment Services
Massachusetts
$257K
MG
698
Mather Group
Illinois
$257K
TIAA Trust, National Association
699
TIAA Trust, National Association
North Carolina
$256K
BRWA
700
B. Riley Wealth Advisors
Florida
$256K