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Iron Mountain

1,011 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, 366 increasing their positions, 390 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: 1,0391,011 (-28)

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
1,011
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
PCS
751
Personal CFO Solutions
New Jersey
$250K
VCM
752
Versant Capital Management
Arizona
$248K
SPC
753
Spirepoint Private Client
Florida
$243K
FP
754
Fiduciary Planning
Florida
$243K
FCG
755
Fielder Capital Group
Tennessee
$243K
CIC
756
Carnegie Investment Counsel
Ohio
$242K
BFC
757
Bedel Financial Consulting
Indiana
$241K
PJSIMP
758
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K
WPW
759
Waldron Private Wealth
Pennsylvania
$240K
WA
760
Wealth Alliance
New York
$237K
PTC
761
Private Trust Company
Ohio
$237K
IF
762
Intrua Financial
Texas
$236K
HSA
763
HBK Sorce Advisory
Pennsylvania
$236K
Walleye Trading
764
Walleye Trading
New York
$235K
MFA
765
Mayflower Financial Advisors
Massachusetts
$233K
CA
766
Commerzbank Aktiengesellschaft
Germany
$233K
KF
767
Krilogy Financial
Missouri
$232K
Fayez Sarofim & Co
768
Fayez Sarofim & Co
Texas
$232K
SMC
769
Smith, Moore & Co
Missouri
$232K
WC
770
Waterloo Capital
Texas
$232K
MAM
771
Mystic Asset Management
Rhode Island
$228K
HWA
772
Heritage Wealth Advisors
Virginia
$227K
IA
773
IFP Advisors
Florida
$224K
CBTWT
774
Community Bank & Trust (Waco, Texas)
Texas
$224K
AWE
775
Avidian Wealth Enterprises
Texas
$222K