IRM icon

Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
751
Allen Investment Management
New York
$275K
PPWP
752
Premier Path Wealth Partners
New Jersey
$275K
AIP
753
Ameritas Investment Partners
Nebraska
$275K
WAM
754
Walker Asset Management
Missouri
$275K
KFGK
755
Keystone Financial Group (Kentucky)
Kentucky
$274K
SPC
756
Sigma Planning Corp
Michigan
$273K
PPW
757
Parcion Private Wealth
Washington
$272K
ACM
758
AlphaStar Capital Management
North Carolina
$272K
PFM
759
Patton Fund Management
Texas
$272K
VT
760
Vise Technologies
New York
$271K
SAM
761
Seelaus Asset Management
New Jersey
$271K
CAMG
762
CWA Asset Management Group
Florida
$271K
AWM
763
Aberdeen Wealth Management
Illinois
$270K
KCPG
764
Kavar Capital Partners Group
Kansas
$270K
EPW
765
Evolve Private Wealth
California
$265K
Envestnet Portfolio Solutions
766
Envestnet Portfolio Solutions
Illinois
$263K
PCS
767
Personal CFO Solutions
New Jersey
$263K
DTL
768
Dynamic Technology Lab
Singapore
$261K
CAG
769
Centerpoint Advisory Group
Kansas
$259K
SWM
770
Segment Wealth Management
Texas
$259K
MFS
771
Mattson Financial Services
Michigan
$257K
XWL
772
XXI Wealth LLC
Illinois
$256K
BFA
773
Brown Financial Advisors
Ohio
$254K
BC
774
Bayforest Capital
United Kingdom
$253K
SIC
775
Samalin Investment Counsel
New York
$252K