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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
TPWA
751
TRUE Private Wealth Advisors
Oregon
$278K
AO
752
Advisor OS
Illinois
$278K
PFGIA
753
Patriot Financial Group Insurance Agency
Massachusetts
$277K
SIA
754
SeaBridge Investment Advisors
New Jersey
$277K
AIM
755
Allen Investment Management
New York
$275K
PPWP
756
Premier Path Wealth Partners
New Jersey
$275K
AIP
757
Ameritas Investment Partners
Nebraska
$275K
WAM
758
Walker Asset Management
Missouri
$275K
KFGK
759
Keystone Financial Group (Kentucky)
Kentucky
$274K
SPC
760
Sigma Planning Corp
Michigan
$273K
ACM
761
AlphaStar Capital Management
North Carolina
$272K
PPW
762
Parcion Private Wealth
Washington
$272K
PFM
763
Patton Fund Management
Texas
$272K
VT
764
Vise Technologies
New York
$271K
SAM
765
Seelaus Asset Management
New Jersey
$271K
CAMG
766
CWA Asset Management Group
Florida
$271K
AWM
767
Aberdeen Wealth Management
Illinois
$270K
KCPG
768
Kavar Capital Partners Group
Kansas
$270K
EPW
769
Evolve Private Wealth
California
$265K
Envestnet Portfolio Solutions
770
Envestnet Portfolio Solutions
Illinois
$263K
PCS
771
Personal CFO Solutions
New Jersey
$263K
DTL
772
Dynamic Technology Lab
Singapore
$261K
CAG
773
Centerpoint Advisory Group
Kansas
$259K
SWM
774
Segment Wealth Management
Texas
$259K
MFS
775
Mattson Financial Services
Michigan
$257K