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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
801
Toth Financial Advisory
Virginia
$102K
RFP
802
Root Financial Partners
California
$100K
DMBA
803
Deseret Mutual Benefit Administrators
Utah
$100K
AT
804
Avalon Trust
New Mexico
$99.5K
SN
805
Sittner & Nelson
Oregon
$98.3K
FCAS
806
First Command Advisory Services
Texas
$91.2K
KA
807
Kozak & Associates
Colorado
$89.2K
CCM
808
Copeland Capital Management
Pennsylvania
$89.2K
ETC
809
Exchange Traded Concepts
Oklahoma
$83.9K
CH
810
Cromwell Holdings
Wyoming
$83.7K
EW
811
Elyxium Wealth
California
$83.3K
AA
812
Addison Advisors
Vermont
$80.6K
MHR
813
Matthew Hamilton Rosenberg
$80.5K
OP
814
ORG Partners
Indiana
$80.1K
LC
815
Lavaca Capital
Texas
$79.7K
BTI
816
Blue Trust Inc
Georgia
$77.3K
BONH
817
Bank of New Hampshire
New Hampshire
$75.5K
ESC
818
Eurizon SLJ Capital
$75.2K
OAM
819
Ostrum Asset Management
France
$74.7K
OL
820
OneFund LLC
Florida
$69.9K
SHF
821
Safe Harbor Fiduciary
Florida
$68.4K
PAM
822
Parvin Asset Management
South Dakota
$68K
NI
823
NCP Inc
California
$66.7K
RIL
824
Rothschild Investment LLC
Illinois
$64.7K
JWA
825
JFS Wealth Advisors
Pennsylvania
$62.6K