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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
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
CWG
701
Crown Wealth Group
North Carolina
$254K
FISPB
702
Fideuram - Intesa Sanpaolo Private Banking
$253K
MA
703
Montag & Associates
Georgia
$253K
SAM
704
Seelaus Asset Management
New Jersey
$253K
MG
705
Marex Group
$253K
AMG
706
Advisors Management Group
Wisconsin
$252K
SEP
707
Southland Equity Partners
Missouri
$250K
AI
708
Atria Investments
North Carolina
$249K
IAS
709
IMA Advisory Services
Colorado
$249K
CYG
710
Clean Yield Group
Vermont
$249K
API
711
Asset Planning Inc
California
$249K
DWM
712
Diversify Wealth Management
Utah
$249K
PIA
713
Perennial Investment Advisors
California
$248K
JHP
714
James Hambro & Partners
United Kingdom
$246K
CAMG
715
CWA Asset Management Group
Florida
$246K
OBWG
716
Onyx Bridge Wealth Group
New York
$246K
LAM
717
LECAP Asset Management
United Kingdom
$245K
JFG
718
Jefferies Financial Group
New York
$244K
Acadian Asset Management
719
Acadian Asset Management
Massachusetts
$242K
SG
720
StoneX Group
New York
$242K
CI
721
Cigna Investments
Connecticut
$240K
RZH
722
Relyea Zuckerberg Hanson
Connecticut
$240K
COCM
723
Charter Oak Capital Management
New Hampshire
$237K
BCM
724
BTC Capital Management
Iowa
$237K
CA
725
Commerzbank Aktiengesellschaft
Germany
$237K