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Iron Mountain

1,008 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, 365 increasing their positions, 389 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: 1,0371,008 (-29)

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
1,008
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
FP
751
Fiduciary Planning
Florida
$243K
FCG
752
Fielder Capital Group
Tennessee
$243K
CIC
753
Carnegie Investment Counsel
Ohio
$242K
BFC
754
Bedel Financial Consulting
Indiana
$241K
PJSIMP
755
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K
WPW
756
Waldron Private Wealth
Pennsylvania
$240K
WA
757
Wealth Alliance
New York
$237K
PTC
758
Private Trust Company
Ohio
$237K
IF
759
Intrua Financial
Texas
$236K
HSA
760
HBK Sorce Advisory
Pennsylvania
$236K
Walleye Trading
761
Walleye Trading
New York
$235K
MFA
762
Mayflower Financial Advisors
Massachusetts
$233K
CA
763
Commerzbank Aktiengesellschaft
Germany
$233K
KF
764
Krilogy Financial
Missouri
$232K
Fayez Sarofim & Co
765
Fayez Sarofim & Co
Texas
$232K
SMC
766
Smith, Moore & Co
Missouri
$232K
WC
767
Waterloo Capital
Texas
$232K
MAM
768
Mystic Asset Management
Rhode Island
$228K
HWA
769
Heritage Wealth Advisors
Virginia
$227K
IA
770
IFP Advisors
Florida
$224K
CBTWT
771
Community Bank & Trust (Waco, Texas)
Texas
$224K
AWE
772
Avidian Wealth Enterprises
Texas
$222K
VFA
773
Valeo Financial Advisors
Indiana
$221K
NFG
774
Nations Financial Group
Iowa
$220K
MAM
775
Morse Asset Management
Connecticut
$220K