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Iron Mountain

1,008 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 365 increasing their positions, 389 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

Call options by funds: $ | Put options by funds: $

3% less funds holding

Funds holding: 1,0371,008 (-29)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,008
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VAS
701
Vestmark Advisory Solutions
Massachusetts
$301K
BRWA
702
B. Riley Wealth Advisors
Florida
$301K
FTUS
703
Flow Traders U.S.
New York
$299K
AssetMark Inc
704
AssetMark Inc
California
$296K
SAM
705
Seelaus Asset Management
New Jersey
$296K
PIA
706
Perennial Investment Advisors
California
$295K
CI
707
Cigna Investments
Connecticut
$295K
BCM
708
BTC Capital Management
Iowa
$292K
PPWP
709
Premier Path Wealth Partners
New Jersey
$291K
COCM
710
Charter Oak Capital Management
New Hampshire
$291K
BFA
711
Beaumont Financial Advisors
Massachusetts
$288K
JPG
712
Jordan Park Group
California
$286K
FGP
713
Freestone Grove Partners
California
$285K
DWM
714
Destination Wealth Management
California
$284K
TCWA
715
Turtle Creek Wealth Advisors
Texas
$282K
DT
716
Diversified Trust
Tennessee
$282K
SAI
717
Savvy Advisors Inc
New York
$281K
PWM
718
Palacios Wealth Management
Florida
$281K
HCM
719
Howland Capital Management
Massachusetts
$279K
SW
720
SVB Wealth
Massachusetts
$278K
AMBIA
721
Allen Mooney & Barnes Investment Advisors
Georgia
$275K
IHL
722
Investment House LLC
California
$275K
DWP
723
Daymark Wealth Partners
Ohio
$275K
AIM
724
Allen Investment Management
New York
$275K
AIP
725
Ameritas Investment Partners
Nebraska
$274K