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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
826
Silver Oak Securities
Tennessee
$214K
CCM
827
Copeland Capital Management
Pennsylvania
$214K
SIS
828
Sound Income Strategies
Florida
$210K
SLC
829
Second Line Capital
Louisiana
$209K
PTC
830
Private Trust Company
Ohio
$209K
VFG
831
Valley Financial Group
Pennsylvania
$209K
AL
832
Aspiriant LLC
California
$209K
IP
833
Ignite Planners
California
$208K
MFWP
834
Mosaic Family Wealth Partners
Missouri
$208K
DWT
835
Dorsey & Whitney Trust
South Dakota
$208K
WPW
836
Waldron Private Wealth
Pennsylvania
$207K
PP
837
PDS Planning
Ohio
$205K
RFP
838
Root Financial Partners
California
$205K
SACTSONJ
839
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$204K
FP
840
Financial Perspectives
Minnesota
$204K
RIM
841
RW Investment Management
Idaho
$204K
AA
842
Apriem Advisors
California
$204K
FLPIM
843
F.L. Putnam Investment Management
Massachusetts
$201K
SIS
844
Strategic Investment Solutions
Illinois
$196K
QL
845
Quarry LP
New York
$195K
CFB
846
Cullen/Frost Bankers
Texas
$195K
RFS
847
Richardson Financial Services
Massachusetts
$192K
CT
848
Coastline Trust
Rhode Island
$190K
TFIPS
849
Towarzystwo Funduszy Inwestycyjnych PZU SA
$187K
MMG
850
Monetary Management Group
Missouri
$184K