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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
726
Southland Equity Partners
Missouri
$293K
COCM
727
Charter Oak Capital Management
New Hampshire
$292K
BCM
728
BTC Capital Management
Iowa
$292K
BFA
729
Beaumont Financial Advisors
Massachusetts
$291K
SW
730
SVB Wealth
Massachusetts
$288K
IAS
731
IMA Advisory Services
Colorado
$287K
CI
732
Cigna Investments
Connecticut
$287K
JPG
733
Jordan Park Group
California
$286K
SAI
734
Savvy Advisors Inc
New York
$286K
WA
735
Wealth Alliance
New York
$286K
IHL
736
Investment House LLC
California
$286K
EWA
737
EverSource Wealth Advisors
Alabama
$286K
ACA
738
Aptus Capital Advisors
Alabama
$285K
ETC
739
Exchange Traded Concepts
Oklahoma
$285K
AIFAIM
740
American Institute for Advanced Investment Management
Arizona
$285K
NL
741
NWAM LLC
Washington
$284K
CA
742
Commerzbank Aktiengesellschaft
Germany
$282K
TWA
743
TCI Wealth Advisors
Arizona
$282K
OL
744
Optas LLC
Texas
$281K
AMBIA
745
Allen Mooney & Barnes Investment Advisors
Georgia
$279K
CPA
746
Cardiff Park Advisors
California
$278K
TPWA
747
TRUE Private Wealth Advisors
Oregon
$278K
AO
748
Advisor OS
Illinois
$278K
PFGIA
749
Patriot Financial Group Insurance Agency
Massachusetts
$277K
SIA
750
SeaBridge Investment Advisors
New Jersey
$277K