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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EGA
701
E&G Advisors
Texas
$327K
PIA
702
Perennial Investment Advisors
California
$324K
VAS
703
Vestmark Advisory Solutions
Massachusetts
$322K
KA
704
Kovack Advisors
Florida
$319K
FCM
705
Fortis Capital Management
Washington
$319K
FFO
706
Fortitude Family Office
Arizona
$318K
AWM
707
Ameliora Wealth Management
Switzerland
$317K
MG
708
Mather Group
Illinois
$316K
TC
709
TradeLink Capital
Illinois
$315K
WAM
710
WealthCare Asset Management
Missouri
$312K
DE
711
Diversified Enterprises
Delaware
$312K
MA
712
Montag & Associates
Georgia
$311K
SF
713
Symphony Financial
Texas
$309K
VF
714
Virtu Financial
New York
$307K
CYG
715
Clean Yield Group
Vermont
$306K
API
716
Asset Planning Inc
California
$306K
ATPW
717
Ashton Thomas Private Wealth
Arizona
$305K
OBWG
718
Onyx Bridge Wealth Group
New York
$305K
JHP
719
James Hambro & Partners
United Kingdom
$304K
CWG
720
Crown Wealth Group
North Carolina
$301K
MWM
721
Mission Wealth Management
California
$301K
RZH
722
Relyea Zuckerberg Hanson
Connecticut
$299K
BAAM
723
Baker Avenue Asset Management
California
$295K
RIL
724
Rothschild Investment LLC
Illinois
$294K
HSA
725
HBK Sorce Advisory
Pennsylvania
$293K