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Iron Mountain

1,011 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, 366 increasing their positions, 390 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: 1,0391,011 (-28)

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
1,011
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
OL
851
OneFund LLC
Florida
$81.1K
BONH
852
Bank of New Hampshire
New Hampshire
$81K
GXJ
853
Global X Japan
Japan
$79.1K
SIM
854
Sentry Investment Management
Wisconsin
$79K
OIA
855
Optimum Investment Advisors
Illinois
$76.5K
AWM
856
Abound Wealth Management
Tennessee
$76.3K
EB
857
Eastern Bank
Massachusetts
$74.9K
JWA
858
JFS Wealth Advisors
Pennsylvania
$74.1K
AW
859
Avion Wealth
Texas
$74K
BHWM
860
Bay Harbor Wealth Management
Maryland
$74K
RIL
861
Rothschild Investment LLC
Illinois
$68.9K
CHC
862
City Holding Co
West Virginia
$68K
FHC
863
First Horizon Corporation
Tennessee
$67.6K
TWD
864
True Wealth Design
Ohio
$67.2K
VNA
865
Valley National Advisers
Pennsylvania
$66K
PG
866
Proffitt & Goodson
Tennessee
$63.4K
GIA
867
GHP Investment Advisors
Colorado
$63K
FA
868
Financial Avengers
California
$61.9K
WTC
869
WhitTier Trust Company
Nevada
$61.1K
CJ
870
Caitlin John
Michigan
$61.1K
SC
871
Sawyer & Company
Massachusetts
$61K
DF
872
Dunhill Financial
United Kingdom
$59.4K
AAS
873
Ameritas Advisory Services
Nebraska
$58.4K
PC
874
Promus Capital
Illinois
$58.3K
CFO
875
CVA Family Office
Colorado
$57.4K