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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
Fayez Sarofim & Co
801
Fayez Sarofim & Co
Texas
$233K
SMC
802
Smith, Moore & Co
Missouri
$230K
MAM
803
Mystic Asset Management
Rhode Island
$229K
QT
804
Quantbot Technologies
New York
$228K
AWE
805
Avidian Wealth Enterprises
Texas
$228K
HWA
806
Heritage Wealth Advisors
Virginia
$227K
SIC
807
SJS Investment Consulting
Ohio
$227K
NFG
808
Nations Financial Group
Iowa
$226K
MG
809
Marex Group
$226K
CBTWT
810
Community Bank & Trust (Waco, Texas)
Texas
$225K
IA
811
IFP Advisors
Florida
$225K
AC
812
AlphaCore Capital
California
$225K
CBB
813
Citizens Business Bank
California
$225K
SPC
814
Spirepoint Private Client
Florida
$224K
PCA
815
Pallas Capital Advisors
Massachusetts
$224K
IWA
816
IBEX Wealth Advisors
New Jersey
$222K
Empower Advisory Group
817
Empower Advisory Group
Colorado
$220K
BAMF
818
BI Asset Management Fondsmaeglerselskab
Denmark
$219K
PFS
819
Paller Financial Services
Colorado
$218K
SFS
820
Stiles Financial Services
Minnesota
$217K
BIG
821
Brookwood Investment Group
Arizona
$217K
IP
822
Indivisible Partners
Florida
$217K
PTP
823
Platform Technology Partners
New York
$217K
WSA
824
Warm Springs Advisors
California
$216K
AHL
825
Abel Hall LLC
Louisiana
$215K