IRM icon

Iron Mountain

990 hedge funds and large institutions have $21.2B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 320 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 ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

17% less capital invested

Capital invested by funds: $25.5B → $21.2B (-$4.26B)

22% less repeat investments, than reductions

Existing positions increased: 320 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
990
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
AMBIA
726
Allen Mooney & Barnes Investment Advisors
Georgia
$232K
SIS
727
Sound Income Strategies
Florida
$232K
MWM
728
Mission Wealth Management
California
$231K
SW
729
SVB Wealth
Massachusetts
$231K
DWAM
730
Duncan Williams Asset Management
Tennessee
$231K
PWM
731
Palacios Wealth Management
Florida
$229K
DE
732
Diversified Enterprises
Delaware
$228K
SFS
733
Sowell Financial Services
Arkansas
$228K
SAI
734
Savvy Advisors Inc
New York
$228K
CFG
735
Cooper Financial Group
California
$226K
TWA
736
TCI Wealth Advisors
Arizona
$225K
DWP
737
Daymark Wealth Partners
Ohio
$224K
AIM
738
Allen Investment Management
New York
$224K
KeyBank National Association
739
KeyBank National Association
Ohio
$224K
AIP
740
Ameritas Investment Partners
Nebraska
$223K
KFGK
741
Keystone Financial Group (Kentucky)
Kentucky
$222K
WAM
742
Walker Asset Management
Missouri
$221K
PFM
743
Patton Fund Management
Texas
$221K
AWM
744
Aberdeen Wealth Management
Illinois
$219K
NL
745
NWAM LLC
Washington
$219K
SIC
746
Samalin Investment Counsel
New York
$214K
CAG
747
Csenge Advisory Group
Florida
$211K
CAG
748
Centerpoint Advisory Group
Kansas
$210K
SWM
749
Segment Wealth Management
Texas
$210K
PCS
750
Personal CFO Solutions
New Jersey
$210K