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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
AWM
751
Aberdeen Wealth Management
Illinois
$219K
NL
752
NWAM LLC
Washington
$219K
SIC
753
Samalin Investment Counsel
New York
$214K
CAG
754
Csenge Advisory Group
Florida
$211K
CAG
755
Centerpoint Advisory Group
Kansas
$210K
SWM
756
Segment Wealth Management
Texas
$210K
PCS
757
Personal CFO Solutions
New Jersey
$210K
BC
758
Bayforest Capital
United Kingdom
$205K
SPC
759
Spirepoint Private Client
Florida
$204K
HKIMG
760
Hutchens & Kramer Investment Management Group
Indiana
$203K
Simplex Trading
761
Simplex Trading
Illinois
$196K
HWA
762
Heritage Wealth Advisors
Virginia
$184K
BBHC
763
Brown Brothers Harriman & Co
New York
$174K
SIC
764
SJS Investment Consulting
Ohio
$174K
SAM
765
Smartleaf Asset Management
Massachusetts
$173K
UBS AM
766
UBS AM
Illinois
$173K
CFB
767
Cullen/Frost Bankers
Texas
$172K
PTC
768
Private Trust Company
Ohio
$168K
FP
769
Financial Perspectives
Minnesota
$166K
UB
770
UMB Bank
Missouri
$163K
LFG
771
Larson Financial Group
Missouri
$162K
SIS
772
Strategic Investment Solutions
Illinois
$160K
CT
773
Coastline Trust
Rhode Island
$154K
A
774
AlphaQuest
New York
$152K
MMG
775
Monetary Management Group
Missouri
$149K