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Iron Mountain

1,001 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, 361 increasing their positions, 387 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 call options, than puts

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

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

3% less funds holding

Funds holding: 1,0341,001 (-33)

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
1,001
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
JWA
851
JFS Wealth Advisors
Pennsylvania
$74.1K
AW
852
Avion Wealth
Texas
$74K
BHWM
853
Bay Harbor Wealth Management
Maryland
$74K
RIL
854
Rothschild Investment LLC
Illinois
$68.9K
CHC
855
City Holding Co
West Virginia
$68K
FHC
856
First Horizon Corporation
Tennessee
$67.6K
TWD
857
True Wealth Design
Ohio
$67.2K
VNA
858
Valley National Advisers
Pennsylvania
$66K
PG
859
Proffitt & Goodson
Tennessee
$63.4K
GIA
860
GHP Investment Advisors
Colorado
$63K
FA
861
Financial Avengers
California
$61.9K
WTC
862
WhitTier Trust Company
Nevada
$61.1K
CJ
863
Caitlin John
Michigan
$61.1K
SC
864
Sawyer & Company
Massachusetts
$61K
DF
865
Dunhill Financial
United Kingdom
$59.4K
AAS
866
Ameritas Advisory Services
Nebraska
$58.4K
PC
867
Promus Capital
Illinois
$58.3K
CFO
868
CVA Family Office
Colorado
$57.4K
JWM
869
JPL Wealth Management
Colorado
$56.5K
AGWCA
870
Annis Gardner Whiting Capital Advisors
Florida
$54.8K
WTA
871
Washington Trust Advisors
Massachusetts
$54K
SSG
872
Summit Securities Group
New York
$51.8K
FDCP
873
Foster Dykema Cabot & Partners
Massachusetts
$51.8K
HBW
874
Hazlett, Burt & Watson
West Virginia
$51K
CA
875
Crewe Advisors
Utah
$51K