IRM icon

Iron Mountain

1,011 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, 366 increasing their positions, 390 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: 1,0391,011 (-28)

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
1,011
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
IAS
701
IMA Advisory Services
Colorado
$304K
JHP
702
James Hambro & Partners
United Kingdom
$303K
KeyBank National Association
703
KeyBank National Association
Ohio
$302K
VAS
704
Vestmark Advisory Solutions
Massachusetts
$301K
BRWA
705
B. Riley Wealth Advisors
Florida
$301K
FTUS
706
Flow Traders U.S.
New York
$299K
AssetMark Inc
707
AssetMark Inc
California
$296K
SAM
708
Seelaus Asset Management
New Jersey
$296K
PIA
709
Perennial Investment Advisors
California
$295K
CI
710
Cigna Investments
Connecticut
$295K
BCM
711
BTC Capital Management
Iowa
$292K
PPWP
712
Premier Path Wealth Partners
New Jersey
$291K
COCM
713
Charter Oak Capital Management
New Hampshire
$291K
BFA
714
Beaumont Financial Advisors
Massachusetts
$288K
JPG
715
Jordan Park Group
California
$286K
FGP
716
Freestone Grove Partners
California
$285K
DWM
717
Destination Wealth Management
California
$284K
TCWA
718
Turtle Creek Wealth Advisors
Texas
$282K
DT
719
Diversified Trust
Tennessee
$282K
SAI
720
Savvy Advisors Inc
New York
$281K
PWM
721
Palacios Wealth Management
Florida
$281K
HCM
722
Howland Capital Management
Massachusetts
$279K
SW
723
SVB Wealth
Massachusetts
$278K
AMBIA
724
Allen Mooney & Barnes Investment Advisors
Georgia
$275K
IHL
725
Investment House LLC
California
$275K