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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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
Walleye Trading
751
Walleye Trading
New York
$235K
MFA
752
Mayflower Financial Advisors
Massachusetts
$233K
CA
753
Commerzbank Aktiengesellschaft
Germany
$233K
KF
754
Krilogy Financial
Missouri
$232K
Fayez Sarofim & Co
755
Fayez Sarofim & Co
Texas
$232K
SMC
756
Smith, Moore & Co
Missouri
$232K
WC
757
Waterloo Capital
Texas
$232K
MAM
758
Mystic Asset Management
Rhode Island
$228K
HWA
759
Heritage Wealth Advisors
Virginia
$227K
CBTWT
760
Community Bank & Trust (Waco, Texas)
Texas
$224K
AWE
761
Avidian Wealth Enterprises
Texas
$222K
VFA
762
Valeo Financial Advisors
Indiana
$221K
NFG
763
Nations Financial Group
Iowa
$220K
MAM
764
Morse Asset Management
Connecticut
$220K
SCM
765
Saxony Capital Management
Missouri
$219K
GS
766
GTS Securities
New York
$219K
BJL
767
Brighton Jones LLC
Washington
$218K
SFS
768
Stiles Financial Services
Minnesota
$217K
HKIMG
769
Hutchens & Kramer Investment Management Group
Indiana
$217K
CFB
770
Cullen/Frost Bankers
Texas
$217K
WSA
771
Warm Springs Advisors
California
$216K
IP
772
Ignite Planners
California
$214K
GVAG
773
Great Valley Advisor Group
Delaware
$213K
CA
774
Continuum Advisory
Idaho
$212K
SAM
775
Smartleaf Asset Management
Massachusetts
$211K