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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
851
Morse Asset Management
Connecticut
$41.5K
HBW
852
Hazlett, Burt & Watson
West Virginia
$41K
ZBNA
853
Zions Bancorporation, National Association
Utah
$39.9K
Loomis, Sayles & Company
854
Loomis, Sayles & Company
Massachusetts
$39.7K
HDIM
855
Hanson & Doremus Investment Management
Vermont
$39K
CH
856
Canton Hathaway
Rhode Island
$38.6K
FG
857
Franchise GP
$37.7K
EP
858
Essential Partners
California
$37.4K
CC
859
Corsicana & Co
Texas
$37.3K
AF
860
Advisornet Financial
Minnesota
$37.2K
SSG
861
Summit Securities Group
New York
$36.3K
TCM
862
Triumph Capital Management
Colorado
$35.5K
MWA
863
Medallion Wealth Advisors
Connecticut
$34.8K
HIA
864
Harbor Investment Advisory
Maryland
$34.8K
DE
865
DV Equities
Illinois
$33.8K
BC
866
Barrett & Company
Rhode Island
$33.2K
BAM
867
Byrne Asset Management
New Jersey
$33.2K
RAM
868
Ramirez Asset Management
New York
$33.2K
B
869
Bayban
Minnesota
$33.2K
Bank Julius Baer & Co
870
Bank Julius Baer & Co
Switzerland
$32.4K
SEP
871
Signature Equity Partners
Ohio
$29.8K
PSB
872
Piscataqua Savings Bank
New Hampshire
$29.3K
BHWM
873
Beaird Harris Wealth Management
Texas
$29.2K
SWP
874
Strategic Wealth Partners
Ohio
$29K
Q1WB
875
Quest 10 Wealth Builders
Virginia
$28.5K