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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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
PPWP
701
Premier Path Wealth Partners
New Jersey
$291K
COCM
702
Charter Oak Capital Management
New Hampshire
$291K
BFA
703
Beaumont Financial Advisors
Massachusetts
$288K
JPG
704
Jordan Park Group
California
$286K
FGP
705
Freestone Grove Partners
California
$285K
DWM
706
Destination Wealth Management
California
$284K
TCWA
707
Turtle Creek Wealth Advisors
Texas
$282K
DT
708
Diversified Trust
Tennessee
$282K
SAI
709
Savvy Advisors Inc
New York
$281K
PWM
710
Palacios Wealth Management
Florida
$281K
HCM
711
Howland Capital Management
Massachusetts
$279K
SW
712
SVB Wealth
Massachusetts
$278K
AMBIA
713
Allen Mooney & Barnes Investment Advisors
Georgia
$275K
IHL
714
Investment House LLC
California
$275K
DWP
715
Daymark Wealth Partners
Ohio
$275K
AIM
716
Allen Investment Management
New York
$275K
AIP
717
Ameritas Investment Partners
Nebraska
$274K
RWPA
718
Richard W. Paul & Associates
Michigan
$274K
CPA
719
Cardiff Park Advisors
California
$274K
CW
720
CreativeOne Wealth
Kansas
$271K
CAG
721
Csenge Advisory Group
Florida
$270K
AWM
722
Aberdeen Wealth Management
Illinois
$270K
WAM
723
Walker Asset Management
Missouri
$270K
SWP
724
Sagespring Wealth Partners
Tennessee
$269K
DWM
725
Diversify Wealth Management
Utah
$269K