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Iron Mountain

1,077 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 394 increasing their positions, 347 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

7% more funds holding

Funds holding: 1,0041,077 (+73)

2.15% less ownership

Funds ownership: 87.1%84.95% (-2.2%)

46% less call options, than puts

Call options by funds: $139M | Put options by funds: $259M

Holders
1,077
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$139M
Puts
$259M
Net Calls
Net Calls Change

Top Buyers

1 +$105M
2 +$91.8M
3 +$70.4M
4
Goldman Sachs
Goldman Sachs
New York
+$68.8M
5
State Street
State Street
Massachusetts
+$65.9M

Top Sellers

1 -$272M
2 -$142M
3 -$138M
4
Citadel Advisors
Citadel Advisors
Florida
-$74.1M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$54.4M
Name Holding Trade Value Shares
Change
Change in
Stake
VCM
851
Versant Capital Management
Arizona
$178K
NL
852
NVWM LLC
Pennsylvania
$174K
SWM
853
SHP Wealth Management
Massachusetts
$172K
PCM
854
Penserra Capital Management
California
$170K
SAM
855
Smartleaf Asset Management
Massachusetts
$161K
MC
856
Muzinich & Co
New York
$160K
KFAS
857
Keating Financial Advisory Services
Kansas
$158K
WT
858
Whittier Trust
California
$156K
FFC
859
First Financial Corp
Indiana
$153K
PFBT
860
Parkside Financial Bank & Trust
Missouri
$153K
LS
861
Livforsakringsbolaget Skandia
Sweden
$150K
WWM
862
Western Wealth Management
Colorado
$143K
Optiver Holding
863
Optiver Holding
Netherlands
$140K
UB
864
UMB Bank
Missouri
$138K
Los Angeles Capital Management
865
Los Angeles Capital Management
California
$138K
CCWM
866
Cassaday & Co Wealth Management
Virginia
$135K
TVWM
867
Tower View Wealth Management
Wisconsin
$134K
WETS
868
Wealth Enhancement Trust Services
South Dakota
$133K
SCM
869
Silvant Capital Management
Georgia
$132K
SNB
870
Security National Bank
Nebraska
$130K
HWA
871
HHM Wealth Advisors
Tennessee
$127K
TFA
872
Toth Financial Advisory
Virginia
$126K
FCAS
873
First Command Advisory Services
Texas
$124K
LC
874
Lavaca Capital
Texas
$123K
HFS
875
Hantz Financial Services
Michigan
$120K