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Iron Mountain

1,011 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, 366 increasing their positions, 390 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: 1,0391,011 (-28)

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
1,011
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
SNB
826
Security National Bank
Nebraska
$128K
BC
827
Bayforest Capital
United Kingdom
$126K
HI
828
Hoey Investments
Pennsylvania
$126K
TFA
829
Toth Financial Advisory
Virginia
$125K
RFP
830
Root Financial Partners
California
$124K
AT
831
Avalon Trust
New Mexico
$123K
OAM
832
Ostrum Asset Management
France
$122K
SIS
833
Sound Income Strategies
Florida
$116K
EWM
834
Evermay Wealth Management
Virginia
$116K
MHR
835
Matthew Hamilton Rosenberg
$114K
LC
836
Lavaca Capital
Texas
$112K
FCAS
837
First Command Advisory Services
Texas
$112K
RFS
838
Richardson Financial Services
Massachusetts
$108K
OP
839
ORG Partners
Indiana
$108K
SN
840
Sittner & Nelson
Oregon
$105K
AA
841
Addison Advisors
Vermont
$100K
ZBNA
842
Zions Bancorporation, National Association
Utah
$99K
EWM
843
Evolution Wealth Management
Florida
$97.8K
CC
844
Corsicana & Co
Texas
$91.7K
KA
845
Kozak & Associates
Colorado
$88.7K
CH
846
Cromwell Holdings
Wyoming
$88.4K
QL
847
Quarry LP
New York
$86.9K
PAM
848
Parvin Asset Management
South Dakota
$84.8K
WANY
849
Wealthspire Advisors (New York)
New York
$84K
CI Investments Inc
850
CI Investments Inc
Ontario, Canada
$82K