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Iron Mountain

992 hedge funds and large institutions have $25.4B invested in Iron Mountain in 2025 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 357 increasing their positions, 383 reducing their positions, and 88 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:

4% less funds holding

Funds holding: 1,030992 (-38)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
992
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
Q1WB
876
Quest 10 Wealth Builders
Virginia
$42.1K
BC
877
Barrett & Company
Rhode Island
$40.8K
BAM
878
Byrne Asset Management
New Jersey
$40.8K
RAM
879
Ramirez Asset Management
New York
$40.8K
Bank Julius Baer & Co
880
Bank Julius Baer & Co
Switzerland
$39.8K
BCWM
881
Bartlett & Co Wealth Management
Ohio
$39.3K
PSB
882
Piscataqua Savings Bank
New Hampshire
$36K
SWP
883
Strategic Wealth Partners
Ohio
$35.7K
CSPIA
884
Cary Street Partners Investment Advisory
Virginia
$33.7K
GGI
885
Godsey & Gibb Inc
Virginia
$33.1K
JFGIW
886
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.4K
CWM
887
Cranbrook Wealth Management
Michigan
$30.6K
FNWA
888
Financial Network Wealth Advisors
Utah
$30.6K
HHGA
889
Halbert Hargrove Global Advisors
California
$30.1K
IWP
890
IAG Wealth Partners
Wisconsin
$30.1K
CPBTD
891
Central Pacific Bank - Trust Division
Hawaii
$28.3K
WBC
892
West Branch Capital
Massachusetts
$28K
NSIM
893
North Star Investment Management
Illinois
$27.5K
HCA
894
Harbor Capital Advisors
Illinois
$27K
TIM
895
Thompson Investment Management
Wisconsin
$26.9K
QC
896
Quent Capital
New York
$26.7K
PP
897
PFS Partners
New Jersey
$25.5K
IWM
898
IMG Wealth Management
Florida
$24.9K
NFSG
899
Newbridge Financial Services Group
Florida
$24.5K
PWAM
900
Private Wealth Asset Management
Iowa
$24.5K