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Iron Mountain

1,008 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, 365 increasing their positions, 389 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: 1,0371,008 (-29)

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
1,008
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
RWPA
726
Richard W. Paul & Associates
Michigan
$274K
CPA
727
Cardiff Park Advisors
California
$274K
CW
728
CreativeOne Wealth
Kansas
$271K
CAG
729
Csenge Advisory Group
Florida
$270K
AWM
730
Aberdeen Wealth Management
Illinois
$270K
WAM
731
Walker Asset Management
Missouri
$270K
SWP
732
Sagespring Wealth Partners
Tennessee
$269K
NL
733
NWAM LLC
Washington
$269K
DWM
734
Diversify Wealth Management
Utah
$269K
C
735
Certuity
Florida
$267K
LSA
736
Leonteq Securities AG
Switzerland
$265K
RCM
737
Raleigh Capital Management
North Carolina
$262K
SIC
738
Samalin Investment Counsel
New York
$261K
AWM
739
Aprio Wealth Management
Georgia
$260K
CAG
740
Centerpoint Advisory Group
Kansas
$258K
SWM
741
Segment Wealth Management
Texas
$258K
DWAM
742
Duncan Williams Asset Management
Tennessee
$257K
LSIA
743
LaSalle St. Investment Advisors
Illinois
$256K
FC
744
Farringdon Capital
United Kingdom
$256K
PFM
745
Patton Fund Management
Texas
$256K
MG
746
Mather Group
Illinois
$253K
UB
747
UMB Bank
Missouri
$251K
PCS
748
Personal CFO Solutions
New Jersey
$250K
VCM
749
Versant Capital Management
Arizona
$248K
SPC
750
Spirepoint Private Client
Florida
$243K