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Iron Mountain

990 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 320 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 ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
990
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
AI
701
Atria Investments
North Carolina
$249K
IAS
702
IMA Advisory Services
Colorado
$249K
CYG
703
Clean Yield Group
Vermont
$249K
API
704
Asset Planning Inc
California
$249K
DWM
705
Diversify Wealth Management
Utah
$249K
PIA
706
Perennial Investment Advisors
California
$248K
JHP
707
James Hambro & Partners
United Kingdom
$246K
CAMG
708
CWA Asset Management Group
Florida
$246K
OBWG
709
Onyx Bridge Wealth Group
New York
$246K
LAM
710
LECAP Asset Management
United Kingdom
$245K
JFG
711
Jefferies Financial Group
New York
$244K
Acadian Asset Management
712
Acadian Asset Management
Massachusetts
$242K
SG
713
StoneX Group
New York
$242K
CI
714
Cigna Investments
Connecticut
$240K
RZH
715
Relyea Zuckerberg Hanson
Connecticut
$240K
COCM
716
Charter Oak Capital Management
New Hampshire
$237K
BCM
717
BTC Capital Management
Iowa
$237K
CA
718
Commerzbank Aktiengesellschaft
Germany
$237K
CBB
719
Citizens Business Bank
California
$236K
BFA
720
Beaumont Financial Advisors
Massachusetts
$235K
CA
721
Continuum Advisory
Idaho
$235K
PPWP
722
Premier Path Wealth Partners
New Jersey
$233K
TPWA
723
TRUE Private Wealth Advisors
Oregon
$233K
JPG
724
Jordan Park Group
California
$233K
IHL
725
Investment House LLC
California
$232K