IRM icon

Iron Mountain

1,001 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, 361 increasing their positions, 387 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 call options, than puts

Call options by funds: $ | Put options by funds: $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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
PJSIMP
751
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K
WPW
752
Waldron Private Wealth
Pennsylvania
$240K
WA
753
Wealth Alliance
New York
$237K
PTC
754
Private Trust Company
Ohio
$237K
IF
755
Intrua Financial
Texas
$236K
HSA
756
HBK Sorce Advisory
Pennsylvania
$236K
Walleye Trading
757
Walleye Trading
New York
$235K
IA
758
IFP Advisors
Florida
$235K
MFA
759
Mayflower Financial Advisors
Massachusetts
$233K
CA
760
Commerzbank Aktiengesellschaft
Germany
$233K
KF
761
Krilogy Financial
Missouri
$232K
Fayez Sarofim & Co
762
Fayez Sarofim & Co
Texas
$232K
SMC
763
Smith, Moore & Co
Missouri
$232K
WC
764
Waterloo Capital
Texas
$232K
MAM
765
Mystic Asset Management
Rhode Island
$228K
HWA
766
Heritage Wealth Advisors
Virginia
$227K
CBTWT
767
Community Bank & Trust (Waco, Texas)
Texas
$224K
AWE
768
Avidian Wealth Enterprises
Texas
$222K
VFA
769
Valeo Financial Advisors
Indiana
$221K
NFG
770
Nations Financial Group
Iowa
$220K
MAM
771
Morse Asset Management
Connecticut
$220K
SCM
772
Saxony Capital Management
Missouri
$219K
GS
773
GTS Securities
New York
$219K
BJL
774
Brighton Jones LLC
Washington
$218K
SFS
775
Stiles Financial Services
Minnesota
$217K