We are live on ! Find out more
IRM icon

Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
KWM
826
Keebeck Wealth Management
Illinois
$215K
VNT
827
Vanguard National Trust
Pennsylvania
$214K
HAIM
828
Hunter Associates Investment Management
Pennsylvania
$214K
DMBA
829
Deseret Mutual Benefit Administrators
Utah
$214K
SOS
830
Silver Oak Securities
Tennessee
$214K
CCM
831
Copeland Capital Management
Pennsylvania
$214K
SIS
832
Sound Income Strategies
Florida
$210K
SLC
833
Second Line Capital
Louisiana
$209K
PTC
834
Private Trust Company
Ohio
$209K
VFG
835
Valley Financial Group
Pennsylvania
$209K
AL
836
Aspiriant LLC
California
$209K
IP
837
Ignite Planners
California
$208K
MFWP
838
Mosaic Family Wealth Partners
Missouri
$208K
DWT
839
Dorsey & Whitney Trust
South Dakota
$208K
WPW
840
Waldron Private Wealth
Pennsylvania
$207K
PP
841
PDS Planning
Ohio
$205K
RFP
842
Root Financial Partners
California
$205K
SACTSONJ
843
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$204K
FP
844
Financial Perspectives
Minnesota
$204K
AA
845
Apriem Advisors
California
$204K
RIM
846
RW Investment Management
Idaho
$204K
FLPIM
847
F.L. Putnam Investment Management
Massachusetts
$201K
SIS
848
Strategic Investment Solutions
Illinois
$196K
QL
849
Quarry LP
New York
$195K
CFB
850
Cullen/Frost Bankers
Texas
$195K