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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 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:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
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
AWE
801
Avidian Wealth Enterprises
Texas
$228K
HWA
802
Heritage Wealth Advisors
Virginia
$227K
SIC
803
SJS Investment Consulting
Ohio
$227K
NFG
804
Nations Financial Group
Iowa
$226K
MG
805
Marex Group
$226K
CBTWT
806
Community Bank & Trust (Waco, Texas)
Texas
$225K
IA
807
IFP Advisors
Florida
$225K
AC
808
AlphaCore Capital
California
$225K
CBB
809
Citizens Business Bank
California
$225K
SPC
810
Spirepoint Private Client
Florida
$224K
PCA
811
Pallas Capital Advisors
Massachusetts
$224K
IWA
812
IBEX Wealth Advisors
New Jersey
$222K
Empower Advisory Group
813
Empower Advisory Group
Colorado
$220K
BAMF
814
BI Asset Management Fondsmaeglerselskab
Denmark
$219K
PFS
815
Paller Financial Services
Colorado
$218K
SFS
816
Stiles Financial Services
Minnesota
$217K
BIG
817
Brookwood Investment Group
Arizona
$217K
IP
818
Indivisible Partners
Florida
$217K
PTP
819
Platform Technology Partners
New York
$217K
WSA
820
Warm Springs Advisors
California
$216K
AHL
821
Abel Hall LLC
Louisiana
$215K
KWM
822
Keebeck Wealth Management
Illinois
$215K
VNT
823
Vanguard National Trust
Pennsylvania
$214K
HAIM
824
Hunter Associates Investment Management
Pennsylvania
$214K
DMBA
825
Deseret Mutual Benefit Administrators
Utah
$214K