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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
SIS
826
Sound Income Strategies
Florida
$116K
EWM
827
Evermay Wealth Management
Virginia
$116K
MHR
828
Matthew Hamilton Rosenberg
$114K
LC
829
Lavaca Capital
Texas
$112K
FCAS
830
First Command Advisory Services
Texas
$112K
RFS
831
Richardson Financial Services
Massachusetts
$108K
OP
832
ORG Partners
Indiana
$108K
SN
833
Sittner & Nelson
Oregon
$105K
AA
834
Addison Advisors
Vermont
$100K
ZBNA
835
Zions Bancorporation, National Association
Utah
$99K
EWM
836
Evolution Wealth Management
Florida
$97.8K
CC
837
Corsicana & Co
Texas
$91.7K
KA
838
Kozak & Associates
Colorado
$88.7K
CH
839
Cromwell Holdings
Wyoming
$88.4K
QL
840
Quarry LP
New York
$86.9K
PAM
841
Parvin Asset Management
South Dakota
$84.8K
WANY
842
Wealthspire Advisors (New York)
New York
$84K
CI Investments Inc
843
CI Investments Inc
Ontario, Canada
$82K
OL
844
OneFund LLC
Florida
$81.1K
BONH
845
Bank of New Hampshire
New Hampshire
$81K
GXJ
846
Global X Japan
Japan
$79.1K
SIM
847
Sentry Investment Management
Wisconsin
$79K
OIA
848
Optimum Investment Advisors
Illinois
$76.5K
AWM
849
Abound Wealth Management
Tennessee
$76.3K
EB
850
Eastern Bank
Massachusetts
$74.9K