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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
SIS
801
Strategic Investment Solutions
Illinois
$196K
BBPWM
802
Blue Bell Private Wealth Management
Pennsylvania
$193K
CT
803
Coastline Trust
Rhode Island
$189K
MMG
804
Monetary Management Group
Missouri
$183K
NL
805
NVWM LLC
Pennsylvania
$173K
BTI
806
Blue Trust Inc
Georgia
$173K
TVWM
807
Tower View Wealth Management
Wisconsin
$172K
BBHC
808
Brown Brothers Harriman & Co
New York
$171K
CTC
809
Central Trust Company
Missouri
$168K
CA
810
Clearstead Advisors
Ohio
$168K
CA
811
CoreCap Advisors
Michigan
$164K
PCM
812
Penserra Capital Management
California
$164K
TFIPS
813
Towarzystwo Funduszy Inwestycyjnych PZU SA
$161K
LFG
814
Larson Financial Group
Missouri
$155K
FFC
815
First Financial Corp
Indiana
$153K
MC
816
Muzinich & Co
New York
$150K
LS
817
Livforsakringsbolaget Skandia
Sweden
$150K
VFM
818
Vision Financial Markets
Connecticut
$138K
HWA
819
HHM Wealth Advisors
Tennessee
$137K
CCA
820
Catalyst Capital Advisors
New York
$133K
EWA
821
EverSource Wealth Advisors
Alabama
$133K
SCM
822
Silvant Capital Management
Georgia
$132K
A
823
AlphaQuest
New York
$131K
DMBA
824
Deseret Mutual Benefit Administrators
Utah
$131K
PFBT
825
Parkside Financial Bank & Trust
Missouri
$130K