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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
PWMG
676
Prestige Wealth Management Group
New Jersey
$361K
PAM
677
Panagora Asset Management
Massachusetts
$360K
BHC
678
Bull Harbor Capital
Maryland
$358K
LRIC
679
Long Road Investment Counsel
Michigan
$357K
PTC
680
Philadelphia Trust Company
Pennsylvania
$357K
FPCP
681
Fort Point Capital Partners
California
$356K
VA
682
VestGen Advisors
Illinois
$356K
Fisher Asset Management
683
Fisher Asset Management
Washington
$356K
FMI
684
Frec Markets Inc
California
$354K
GVAG
685
Great Valley Advisor Group
Delaware
$352K
FB
686
Fulton Bank
Pennsylvania
$352K
PFA
687
Pathway Financial Advisers
Indiana
$351K
CA
688
Continuum Advisory
Idaho
$348K
PWM
689
Palacios Wealth Management
Florida
$347K
LSA
690
Leonteq Securities AG
Switzerland
$344K
RIS
691
Retirement Income Solutions
Michigan
$342K
RIS
692
Richmond Investment Services
Wisconsin
$340K
RMDI
693
R.M. Davis Inc
Maine
$339K
AI
694
Atria Investments
North Carolina
$339K
AIS
695
American Investment Services
Massachusetts
$337K
CBA
696
Coastal Bridge Advisors
Connecticut
$337K
CTC
697
Cetera Trust Company
Minnesota
$336K
FM
698
Foster & Motley
Ohio
$335K
BHCM
699
Brevan Howard Capital Management
Jersey
$334K
SFS
700
Sowell Financial Services
Arkansas
$333K