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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
676
Philadelphia Trust Company
Pennsylvania
$357K
FPCP
677
Fort Point Capital Partners
California
$356K
VA
678
VestGen Advisors
Illinois
$356K
Fisher Asset Management
679
Fisher Asset Management
Washington
$356K
FMI
680
Frec Markets Inc
California
$354K
GVAG
681
Great Valley Advisor Group
Delaware
$352K
FB
682
Fulton Bank
Pennsylvania
$352K
PFA
683
Pathway Financial Advisers
Indiana
$351K
CA
684
Continuum Advisory
Idaho
$348K
PWM
685
Palacios Wealth Management
Florida
$347K
LSA
686
Leonteq Securities AG
Switzerland
$344K
RIS
687
Retirement Income Solutions
Michigan
$342K
RIS
688
Richmond Investment Services
Wisconsin
$340K
RMDI
689
R.M. Davis Inc
Maine
$339K
AI
690
Atria Investments
North Carolina
$339K
AIS
691
American Investment Services
Massachusetts
$337K
CBA
692
Coastal Bridge Advisors
Connecticut
$337K
CTC
693
Cetera Trust Company
Minnesota
$336K
FM
694
Foster & Motley
Ohio
$335K
BHCM
695
Brevan Howard Capital Management
Jersey
$334K
SFS
696
Sowell Financial Services
Arkansas
$333K
SFC
697
Strategic Financial Concepts
Texas
$331K
IAN
698
Integrated Advisors Network
Texas
$330K
SFG
699
Sovereign Financial Group
Connecticut
$330K
PFPG
700
Pinnacle Financial Partners (Georgia)
Georgia
$327K