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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
MC
801
Muzinich & Co
New York
$150K
LS
802
Livforsakringsbolaget Skandia
Sweden
$150K
VFM
803
Vision Financial Markets
Connecticut
$138K
HWA
804
HHM Wealth Advisors
Tennessee
$137K
CCA
805
Catalyst Capital Advisors
New York
$133K
EWA
806
EverSource Wealth Advisors
Alabama
$133K
SCM
807
Silvant Capital Management
Georgia
$132K
A
808
AlphaQuest
New York
$131K
DMBA
809
Deseret Mutual Benefit Administrators
Utah
$131K
PFBT
810
Parkside Financial Bank & Trust
Missouri
$130K
SNB
811
Security National Bank
Nebraska
$128K
BC
812
Bayforest Capital
United Kingdom
$126K
HI
813
Hoey Investments
Pennsylvania
$126K
TFA
814
Toth Financial Advisory
Virginia
$125K
RFP
815
Root Financial Partners
California
$124K
AT
816
Avalon Trust
New Mexico
$123K
OAM
817
Ostrum Asset Management
France
$122K
SIS
818
Sound Income Strategies
Florida
$116K
EWM
819
Evermay Wealth Management
Virginia
$116K
MHR
820
Matthew Hamilton Rosenberg
$114K
LC
821
Lavaca Capital
Texas
$112K
FCAS
822
First Command Advisory Services
Texas
$112K
RFS
823
Richardson Financial Services
Massachusetts
$108K
OP
824
ORG Partners
Indiana
$108K
SN
825
Sittner & Nelson
Oregon
$105K