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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Abound Wealth Management
Tennessee
$62.1K
SIM
827
Sentry Investment Management
Wisconsin
$62K
EB
828
Eastern Bank
Massachusetts
$61K
CT
829
Caldwell Trust
Florida
$60.1K
TWD
830
True Wealth Design
Ohio
$59.4K
PG
831
Proffitt & Goodson
Tennessee
$58.4K
VNA
832
Valley National Advisers
Pennsylvania
$54K
FHC
833
First Horizon Corporation
Tennessee
$53.9K
EF
834
Entrust Financial
Pennsylvania
$52.8K
AW
835
Avion Wealth
Texas
$52K
FA
836
Financial Avengers
California
$50.7K
MC
837
Muzinich & Co
New York
$50K
GWSA
838
Global Wealth Strategies & Associates
Colorado
$49.8K
PWA
839
Physician Wealth Advisors
Utah
$49.5K
CJ
840
Caitlin John
Michigan
$49.5K
SC
841
Sawyer & Company
Massachusetts
$49.4K
DF
842
Dunhill Financial
United Kingdom
$49.2K
WTC
843
WhitTier Trust Company
Nevada
$46.9K
KBFS
844
Kohmann Bosshard Financial Services
Ohio
$45.2K
GXJ
845
Global X Japan
Japan
$44.9K
AGWCA
846
Annis Gardner Whiting Capital Advisors
Florida
$44.4K
SFG
847
Strive Financial Group
Indiana
$43.6K
HI
848
Hoey Investments
Pennsylvania
$41.9K
CA
849
Crewe Advisors
Utah
$41.9K
CFO
850
CVA Family Office
Colorado
$41.6K