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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 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 first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
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
CBB
726
Citizens Business Bank
California
$236K
BFA
727
Beaumont Financial Advisors
Massachusetts
$235K
CA
728
Continuum Advisory
Idaho
$235K
PPWP
729
Premier Path Wealth Partners
New Jersey
$233K
TPWA
730
TRUE Private Wealth Advisors
Oregon
$233K
JPG
731
Jordan Park Group
California
$233K
IHL
732
Investment House LLC
California
$232K
AMBIA
733
Allen Mooney & Barnes Investment Advisors
Georgia
$232K
SIS
734
Sound Income Strategies
Florida
$232K
MWM
735
Mission Wealth Management
California
$231K
SW
736
SVB Wealth
Massachusetts
$231K
DWAM
737
Duncan Williams Asset Management
Tennessee
$231K
PWM
738
Palacios Wealth Management
Florida
$229K
DE
739
Diversified Enterprises
Delaware
$228K
SFS
740
Sowell Financial Services
Arkansas
$228K
SAI
741
Savvy Advisors Inc
New York
$228K
CFG
742
Cooper Financial Group
California
$226K
TWA
743
TCI Wealth Advisors
Arizona
$225K
DWP
744
Daymark Wealth Partners
Ohio
$224K
AIM
745
Allen Investment Management
New York
$224K
KeyBank National Association
746
KeyBank National Association
Ohio
$224K
AIP
747
Ameritas Investment Partners
Nebraska
$223K
KFGK
748
Keystone Financial Group (Kentucky)
Kentucky
$222K
WAM
749
Walker Asset Management
Missouri
$221K
PFM
750
Patton Fund Management
Texas
$221K