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Iron Mountain

1,008 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, 365 increasing their positions, 389 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: 1,0371,008 (-29)

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
1,008
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
TFA
826
Toth Financial Advisory
Virginia
$125K
RFP
827
Root Financial Partners
California
$124K
AT
828
Avalon Trust
New Mexico
$123K
OAM
829
Ostrum Asset Management
France
$122K
SIS
830
Sound Income Strategies
Florida
$116K
EWM
831
Evermay Wealth Management
Virginia
$116K
MHR
832
Matthew Hamilton Rosenberg
$114K
LC
833
Lavaca Capital
Texas
$112K
FCAS
834
First Command Advisory Services
Texas
$112K
RFS
835
Richardson Financial Services
Massachusetts
$108K
OP
836
ORG Partners
Indiana
$108K
SN
837
Sittner & Nelson
Oregon
$105K
AA
838
Addison Advisors
Vermont
$100K
ZBNA
839
Zions Bancorporation, National Association
Utah
$99K
EWM
840
Evolution Wealth Management
Florida
$97.8K
CC
841
Corsicana & Co
Texas
$91.7K
KA
842
Kozak & Associates
Colorado
$88.7K
CH
843
Cromwell Holdings
Wyoming
$88.4K
QL
844
Quarry LP
New York
$86.9K
PAM
845
Parvin Asset Management
South Dakota
$84.8K
WANY
846
Wealthspire Advisors (New York)
New York
$84K
CI Investments Inc
847
CI Investments Inc
Ontario, Canada
$82K
OL
848
OneFund LLC
Florida
$81.1K
BONH
849
Bank of New Hampshire
New Hampshire
$81K
GXJ
850
Global X Japan
Japan
$79.1K