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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
XWL
776
XXI Wealth LLC
Illinois
$256K
BFA
777
Brown Financial Advisors
Ohio
$254K
BC
778
Bayforest Capital
United Kingdom
$253K
SIC
779
Samalin Investment Counsel
New York
$252K
FCG
780
Fielder Capital Group
Tennessee
$249K
FISPB
781
Fideuram - Intesa Sanpaolo Private Banking
$248K
AIA
782
AssuredPartners Investment Advisors
Florida
$245K
DT
783
DV Trading
Illinois
$245K
Renaissance Technologies
784
Renaissance Technologies
New York
$245K
BFC
785
Bedel Financial Consulting
Indiana
$244K
TCIIS
786
TIAA-CREF Individual & Institutional Services
New York
$243K
PA
787
Pinnacle Associates
New York
$243K
BFIM
788
Beese Fulmer Investment Management
Ohio
$242K
JCM
789
Jacobi Capital Management
Pennsylvania
$241K
PJSIMP
790
P.J. Schmidt Investment Management (PJS)
Wisconsin
$241K
PCG
791
Prosperity Consulting Group
Maryland
$241K
AC
792
Armistice Capital
New York
$240K
IF
793
Intrua Financial
Texas
$240K
SL
794
Sentinus LLC
Illinois
$238K
TCWA
795
Turtle Creek Wealth Advisors
Texas
$237K
SB
796
Strategic Blueprint
Georgia
$237K
MFA
797
Mayflower Financial Advisors
Massachusetts
$236K
FPL
798
Fortress Private Ledger
North Carolina
$236K
SIA
799
Soltis Investment Advisors
Utah
$235K
SCM
800
Saxony Capital Management
Missouri
$233K