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Iron Mountain

1,011 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, 366 increasing their positions, 390 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0391,011 (-28)

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
1,011
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
776
Valeo Financial Advisors
Indiana
$221K
NFG
777
Nations Financial Group
Iowa
$220K
MAM
778
Morse Asset Management
Connecticut
$220K
SCM
779
Saxony Capital Management
Missouri
$219K
GS
780
GTS Securities
New York
$219K
BJL
781
Brighton Jones LLC
Washington
$218K
SFS
782
Stiles Financial Services
Minnesota
$217K
HKIMG
783
Hutchens & Kramer Investment Management Group
Indiana
$217K
CFB
784
Cullen/Frost Bankers
Texas
$217K
WSA
785
Warm Springs Advisors
California
$216K
IP
786
Ignite Planners
California
$214K
GVAG
787
Great Valley Advisor Group
Delaware
$213K
CA
788
Continuum Advisory
Idaho
$212K
SAM
789
Smartleaf Asset Management
Massachusetts
$211K
CCWM
790
Cassaday & Co Wealth Management
Virginia
$211K
TBT
791
Texas Bank & Trust
Texas
$209K
SIC
792
SJS Investment Consulting
Ohio
$208K
CW
793
Channel Wealth
California
$206K
JFG
794
Jefferies Financial Group
New York
$206K
AIA
795
Affinity Investment Advisors
California
$205K
MFWP
796
Mosaic Family Wealth Partners
Missouri
$205K
AA
797
Apriem Advisors
California
$205K
RIM
798
RW Investment Management
Idaho
$204K
FP
799
Financial Perspectives
Minnesota
$204K
WT
800
Whittier Trust
California
$199K