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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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 -$127M
2 -$54.9M
3 -$54.8M
4
Goldman Sachs
Goldman Sachs
New York
-$53.6M
5
ZIG
Zurich Insurance Group
Switzerland
-$52.7M
Name Holding Trade Value Shares
Change
Change in
Stake
C
726
Certuity
Florida
$267K
RCM
727
Raleigh Capital Management
North Carolina
$262K
SIC
728
Samalin Investment Counsel
New York
$261K
AWM
729
Aprio Wealth Management
Georgia
$260K
CAG
730
Centerpoint Advisory Group
Kansas
$258K
SWM
731
Segment Wealth Management
Texas
$258K
DWAM
732
Duncan Williams Asset Management
Tennessee
$257K
LSIA
733
LaSalle St. Investment Advisors
Illinois
$256K
FC
734
Farringdon Capital
United Kingdom
$256K
PFM
735
Patton Fund Management
Texas
$256K
MG
736
Mather Group
Illinois
$253K
UB
737
UMB Bank
Missouri
$251K
PCS
738
Personal CFO Solutions
New Jersey
$250K
VCM
739
Versant Capital Management
Arizona
$248K
SPC
740
Spirepoint Private Client
Florida
$243K
FP
741
Fiduciary Planning
Florida
$243K
FCG
742
Fielder Capital Group
Tennessee
$243K
CIC
743
Carnegie Investment Counsel
Ohio
$242K
BFC
744
Bedel Financial Consulting
Indiana
$241K
PJSIMP
745
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K
WPW
746
Waldron Private Wealth
Pennsylvania
$240K
WA
747
Wealth Alliance
New York
$237K
PTC
748
Private Trust Company
Ohio
$237K
IF
749
Intrua Financial
Texas
$236K
HSA
750
HBK Sorce Advisory
Pennsylvania
$236K