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Iron Mountain

1,082 hedge funds and large institutions have $25.8B invested in Iron Mountain in 2026 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 398 increasing their positions, 349 reducing their positions, and 88 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:

8% more funds holding

Funds holding: 1,0061,082 (+76)

2.13% less ownership

Funds ownership: 87.12%84.99% (-2.1%)

46% less call options, than puts

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

Holders
1,082
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
RFS
851
Richardson Financial Services
Massachusetts
$192K
CT
852
Coastline Trust
Rhode Island
$190K
TFIPS
853
Towarzystwo Funduszy Inwestycyjnych PZU SA
$187K
MMG
854
Monetary Management Group
Missouri
$184K
VCM
855
Versant Capital Management
Arizona
$178K
NL
856
NVWM LLC
Pennsylvania
$174K
SWM
857
SHP Wealth Management
Massachusetts
$172K
PCM
858
Penserra Capital Management
California
$170K
SAM
859
Smartleaf Asset Management
Massachusetts
$161K
MC
860
Muzinich & Co
New York
$160K
KFAS
861
Keating Financial Advisory Services
Kansas
$158K
WT
862
Whittier Trust
California
$156K
FFC
863
First Financial Corp
Indiana
$153K
PFBT
864
Parkside Financial Bank & Trust
Missouri
$153K
LS
865
Livforsakringsbolaget Skandia
Sweden
$150K
Optiver Holding
866
Optiver Holding
Netherlands
$140K
UB
867
UMB Bank
Missouri
$138K
Los Angeles Capital Management
868
Los Angeles Capital Management
California
$138K
CCWM
869
Cassaday & Co Wealth Management
Virginia
$135K
BWA
870
Basecamp Wealth Advisors
Washington
$134K
TVWM
871
Tower View Wealth Management
Wisconsin
$134K
WETS
872
Wealth Enhancement Trust Services
South Dakota
$133K
SCM
873
Silvant Capital Management
Georgia
$132K
SNB
874
Security National Bank
Nebraska
$130K
HWA
875
HHM Wealth Advisors
Tennessee
$127K