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Iron Mountain

1,008 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, 365 increasing their positions, 389 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0371,008 (-29)

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
1,008
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
851
Sentry Investment Management
Wisconsin
$79K
OIA
852
Optimum Investment Advisors
Illinois
$76.5K
AWM
853
Abound Wealth Management
Tennessee
$76.3K
EB
854
Eastern Bank
Massachusetts
$74.9K
JWA
855
JFS Wealth Advisors
Pennsylvania
$74.1K
AW
856
Avion Wealth
Texas
$74K
BHWM
857
Bay Harbor Wealth Management
Maryland
$74K
RIL
858
Rothschild Investment LLC
Illinois
$68.9K
CHC
859
City Holding Co
West Virginia
$68K
FHC
860
First Horizon Corporation
Tennessee
$67.6K
TWD
861
True Wealth Design
Ohio
$67.2K
VNA
862
Valley National Advisers
Pennsylvania
$66K
PG
863
Proffitt & Goodson
Tennessee
$63.4K
GIA
864
GHP Investment Advisors
Colorado
$63K
FA
865
Financial Avengers
California
$61.9K
WTC
866
WhitTier Trust Company
Nevada
$61.1K
CJ
867
Caitlin John
Michigan
$61.1K
SC
868
Sawyer & Company
Massachusetts
$61K
DF
869
Dunhill Financial
United Kingdom
$59.4K
AAS
870
Ameritas Advisory Services
Nebraska
$58.4K
PC
871
Promus Capital
Illinois
$58.3K
CFO
872
CVA Family Office
Colorado
$57.4K
JWM
873
JPL Wealth Management
Colorado
$56.5K
AGWCA
874
Annis Gardner Whiting Capital Advisors
Florida
$54.8K
WTA
875
Washington Trust Advisors
Massachusetts
$54K