IRM icon

Iron Mountain

1,001 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, 361 increasing their positions, 387 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 call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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
HKIMG
776
Hutchens & Kramer Investment Management Group
Indiana
$217K
CFB
777
Cullen/Frost Bankers
Texas
$217K
WSA
778
Warm Springs Advisors
California
$216K
IP
779
Ignite Planners
California
$214K
GVAG
780
Great Valley Advisor Group
Delaware
$213K
CA
781
Continuum Advisory
Idaho
$212K
SAM
782
Smartleaf Asset Management
Massachusetts
$211K
CCWM
783
Cassaday & Co Wealth Management
Virginia
$211K
TBT
784
Texas Bank & Trust
Texas
$209K
SIC
785
SJS Investment Consulting
Ohio
$208K
CW
786
Channel Wealth
California
$206K
JFG
787
Jefferies Financial Group
New York
$206K
AIA
788
Affinity Investment Advisors
California
$205K
MFWP
789
Mosaic Family Wealth Partners
Missouri
$205K
AA
790
Apriem Advisors
California
$205K
RIM
791
RW Investment Management
Idaho
$204K
FP
792
Financial Perspectives
Minnesota
$204K
WT
793
Whittier Trust
California
$199K
SIS
794
Strategic Investment Solutions
Illinois
$196K
BBPWM
795
Blue Bell Private Wealth Management
Pennsylvania
$193K
CT
796
Coastline Trust
Rhode Island
$189K
MMG
797
Monetary Management Group
Missouri
$183K
NL
798
NVWM LLC
Pennsylvania
$173K
BTI
799
Blue Trust Inc
Georgia
$173K
TVWM
800
Tower View Wealth Management
Wisconsin
$172K