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Iron Mountain

1,011 hedge funds and large institutions have $25.5B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 366 increasing their positions, 390 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0391,011 (-28)

16% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 89

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
1,011
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
DWP
726
Daymark Wealth Partners
Ohio
$275K
AIM
727
Allen Investment Management
New York
$275K
AIP
728
Ameritas Investment Partners
Nebraska
$274K
RWPA
729
Richard W. Paul & Associates
Michigan
$274K
CPA
730
Cardiff Park Advisors
California
$274K
CW
731
CreativeOne Wealth
Kansas
$271K
CAG
732
Csenge Advisory Group
Florida
$270K
AWM
733
Aberdeen Wealth Management
Illinois
$270K
WAM
734
Walker Asset Management
Missouri
$270K
SWP
735
Sagespring Wealth Partners
Tennessee
$269K
NL
736
NWAM LLC
Washington
$269K
DWM
737
Diversify Wealth Management
Utah
$269K
C
738
Certuity
Florida
$267K
LSA
739
Leonteq Securities AG
Switzerland
$265K
RCM
740
Raleigh Capital Management
North Carolina
$262K
SIC
741
Samalin Investment Counsel
New York
$261K
AWM
742
Aprio Wealth Management
Georgia
$260K
CAG
743
Centerpoint Advisory Group
Kansas
$258K
SWM
744
Segment Wealth Management
Texas
$258K
DWAM
745
Duncan Williams Asset Management
Tennessee
$257K
LSIA
746
LaSalle St. Investment Advisors
Illinois
$256K
FC
747
Farringdon Capital
United Kingdom
$256K
PFM
748
Patton Fund Management
Texas
$256K
MG
749
Mather Group
Illinois
$253K
UB
750
UMB Bank
Missouri
$251K