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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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
PG
851
Proffitt & Goodson
Tennessee
$63.4K
GIA
852
GHP Investment Advisors
Colorado
$63K
FA
853
Financial Avengers
California
$61.9K
WTC
854
WhitTier Trust Company
Nevada
$61.1K
CJ
855
Caitlin John
Michigan
$61.1K
SC
856
Sawyer & Company
Massachusetts
$61K
DF
857
Dunhill Financial
United Kingdom
$59.4K
AAS
858
Ameritas Advisory Services
Nebraska
$58.4K
PC
859
Promus Capital
Illinois
$58.3K
CFO
860
CVA Family Office
Colorado
$57.4K
JWM
861
JPL Wealth Management
Colorado
$56.5K
AGWCA
862
Annis Gardner Whiting Capital Advisors
Florida
$54.8K
WTA
863
Washington Trust Advisors
Massachusetts
$54K
SSG
864
Summit Securities Group
New York
$51.8K
FDCP
865
Foster Dykema Cabot & Partners
Massachusetts
$51.8K
HBW
866
Hazlett, Burt & Watson
West Virginia
$51K
CA
867
Crewe Advisors
Utah
$51K
GWSG
868
GPS Wealth Strategies Group
Colorado
$51K
HDIM
869
Hanson & Doremus Investment Management
Vermont
$48K
CH
870
Canton Hathaway
Rhode Island
$47K
FC
871
Franchise Capital
Cayman Islands
$46.4K
AF
872
Advisornet Financial
Minnesota
$46.1K
WWA
873
Wealth Watch Advisors
Colorado
$43.8K
Loomis, Sayles & Company
874
Loomis, Sayles & Company
Massachusetts
$43.3K
HIA
875
Harbor Investment Advisory
Maryland
$42.8K