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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
SFC
701
Strategic Financial Concepts
Texas
$331K
IAN
702
Integrated Advisors Network
Texas
$330K
SFG
703
Sovereign Financial Group
Connecticut
$330K
PFPG
704
Pinnacle Financial Partners (Georgia)
Georgia
$327K
EGA
705
E&G Advisors
Texas
$327K
PIA
706
Perennial Investment Advisors
California
$324K
VAS
707
Vestmark Advisory Solutions
Massachusetts
$322K
KA
708
Kovack Advisors
Florida
$319K
FCM
709
Fortis Capital Management
Washington
$319K
FFO
710
Fortitude Family Office
Arizona
$318K
AWM
711
Ameliora Wealth Management
Switzerland
$317K
MG
712
Mather Group
Illinois
$316K
TC
713
TradeLink Capital
Illinois
$315K
WAM
714
WealthCare Asset Management
Missouri
$312K
DE
715
Diversified Enterprises
Delaware
$312K
MA
716
Montag & Associates
Georgia
$311K
SF
717
Symphony Financial
Texas
$309K
VF
718
Virtu Financial
New York
$307K
API
719
Asset Planning Inc
California
$306K
CYG
720
Clean Yield Group
Vermont
$306K
ATPW
721
Ashton Thomas Private Wealth
Arizona
$305K
OBWG
722
Onyx Bridge Wealth Group
New York
$305K
JHP
723
James Hambro & Partners
United Kingdom
$304K
CWG
724
Crown Wealth Group
North Carolina
$301K
MWM
725
Mission Wealth Management
California
$301K