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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
BBHC
801
Brown Brothers Harriman & Co
New York
$171K
CTC
802
Central Trust Company
Missouri
$168K
CA
803
Clearstead Advisors
Ohio
$168K
CA
804
CoreCap Advisors
Michigan
$164K
PCM
805
Penserra Capital Management
California
$164K
TFIPS
806
Towarzystwo Funduszy Inwestycyjnych PZU SA
$161K
LFG
807
Larson Financial Group
Missouri
$155K
FFC
808
First Financial Corp
Indiana
$153K
MC
809
Muzinich & Co
New York
$150K
LS
810
Livforsakringsbolaget Skandia
Sweden
$150K
VFM
811
Vision Financial Markets
Connecticut
$138K
HWA
812
HHM Wealth Advisors
Tennessee
$137K
CCA
813
Catalyst Capital Advisors
New York
$133K
EWA
814
EverSource Wealth Advisors
Alabama
$133K
SCM
815
Silvant Capital Management
Georgia
$132K
A
816
AlphaQuest
New York
$131K
DMBA
817
Deseret Mutual Benefit Administrators
Utah
$131K
PFBT
818
Parkside Financial Bank & Trust
Missouri
$130K
SNB
819
Security National Bank
Nebraska
$128K
BC
820
Bayforest Capital
United Kingdom
$126K
HI
821
Hoey Investments
Pennsylvania
$126K
TFA
822
Toth Financial Advisory
Virginia
$125K
RFP
823
Root Financial Partners
California
$124K
AT
824
Avalon Trust
New Mexico
$123K
OAM
825
Ostrum Asset Management
France
$122K