IRM icon

Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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
AA
826
Addison Advisors
Vermont
$100K
ZBNA
827
Zions Bancorporation, National Association
Utah
$99K
EWM
828
Evolution Wealth Management
Florida
$97.8K
CC
829
Corsicana & Co
Texas
$91.7K
KA
830
Kozak & Associates
Colorado
$88.7K
CH
831
Cromwell Holdings
Wyoming
$88.4K
QL
832
Quarry LP
New York
$86.9K
PAM
833
Parvin Asset Management
South Dakota
$84.8K
WANY
834
Wealthspire Advisors (New York)
New York
$84K
CI Investments Inc
835
CI Investments Inc
Ontario, Canada
$82K
OL
836
OneFund LLC
Florida
$81.1K
BONH
837
Bank of New Hampshire
New Hampshire
$81K
GXJ
838
Global X Japan
Japan
$79.1K
SIM
839
Sentry Investment Management
Wisconsin
$79K
OIA
840
Optimum Investment Advisors
Illinois
$76.5K
AWM
841
Abound Wealth Management
Tennessee
$76.3K
EB
842
Eastern Bank
Massachusetts
$74.9K
JWA
843
JFS Wealth Advisors
Pennsylvania
$74.1K
AW
844
Avion Wealth
Texas
$74K
BHWM
845
Bay Harbor Wealth Management
Maryland
$74K
RIL
846
Rothschild Investment LLC
Illinois
$68.9K
CHC
847
City Holding Co
West Virginia
$68K
FHC
848
First Horizon Corporation
Tennessee
$67.6K
TWD
849
True Wealth Design
Ohio
$67.2K
VNA
850
Valley National Advisers
Pennsylvania
$66K