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Iron Mountain

1,001 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, 361 increasing their positions, 387 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 call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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
CW
726
CreativeOne Wealth
Kansas
$271K
CAG
727
Csenge Advisory Group
Florida
$270K
AWM
728
Aberdeen Wealth Management
Illinois
$270K
WAM
729
Walker Asset Management
Missouri
$270K
SWP
730
Sagespring Wealth Partners
Tennessee
$269K
DWM
731
Diversify Wealth Management
Utah
$269K
C
732
Certuity
Florida
$267K
RCM
733
Raleigh Capital Management
North Carolina
$262K
SIC
734
Samalin Investment Counsel
New York
$261K
AWM
735
Aprio Wealth Management
Georgia
$260K
CAG
736
Centerpoint Advisory Group
Kansas
$258K
SWM
737
Segment Wealth Management
Texas
$258K
DWAM
738
Duncan Williams Asset Management
Tennessee
$257K
LSIA
739
LaSalle St. Investment Advisors
Illinois
$256K
FC
740
Farringdon Capital
United Kingdom
$256K
PFM
741
Patton Fund Management
Texas
$256K
MG
742
Mather Group
Illinois
$253K
UB
743
UMB Bank
Missouri
$251K
PCS
744
Personal CFO Solutions
New Jersey
$250K
VCM
745
Versant Capital Management
Arizona
$248K
SPC
746
Spirepoint Private Client
Florida
$243K
FP
747
Fiduciary Planning
Florida
$243K
FCG
748
Fielder Capital Group
Tennessee
$243K
CIC
749
Carnegie Investment Counsel
Ohio
$242K
BFC
750
Bedel Financial Consulting
Indiana
$241K