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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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
CCWM
776
Cassaday & Co Wealth Management
Virginia
$211K
TBT
777
Texas Bank & Trust
Texas
$209K
SIC
778
SJS Investment Consulting
Ohio
$208K
CW
779
Channel Wealth
California
$206K
JFG
780
Jefferies Financial Group
New York
$206K
AIA
781
Affinity Investment Advisors
California
$205K
MFWP
782
Mosaic Family Wealth Partners
Missouri
$205K
AA
783
Apriem Advisors
California
$205K
RIM
784
RW Investment Management
Idaho
$204K
FP
785
Financial Perspectives
Minnesota
$204K
WT
786
Whittier Trust
California
$199K
BBPWM
787
Blue Bell Private Wealth Management
Pennsylvania
$193K
CT
788
Coastline Trust
Rhode Island
$189K
MMG
789
Monetary Management Group
Missouri
$183K
NL
790
NVWM LLC
Pennsylvania
$173K
BTI
791
Blue Trust Inc
Georgia
$173K
TVWM
792
Tower View Wealth Management
Wisconsin
$172K
BBHC
793
Brown Brothers Harriman & Co
New York
$171K
CTC
794
Central Trust Company
Missouri
$168K
CA
795
Clearstead Advisors
Ohio
$168K
CA
796
CoreCap Advisors
Michigan
$164K
PCM
797
Penserra Capital Management
California
$164K
TFIPS
798
Towarzystwo Funduszy Inwestycyjnych PZU SA
$161K
LFG
799
Larson Financial Group
Missouri
$155K
FFC
800
First Financial Corp
Indiana
$153K