IRM icon

Iron Mountain

1,008 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, 365 increasing their positions, 389 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less call options, than puts

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

3% less funds holding

Funds holding: 1,0371,008 (-29)

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
1,008
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 -$120M
2 -$52.7M
3 -$51.9M
4
Goldman Sachs
Goldman Sachs
New York
-$50.7M
5
Amundi
Amundi
France
-$49.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
876
Summit Securities Group
New York
$51.8K
FDCP
877
Foster Dykema Cabot & Partners
Massachusetts
$51.8K
HBW
878
Hazlett, Burt & Watson
West Virginia
$51K
CA
879
Crewe Advisors
Utah
$51K
GWSG
880
GPS Wealth Strategies Group
Colorado
$51K
HDIM
881
Hanson & Doremus Investment Management
Vermont
$48K
CH
882
Canton Hathaway
Rhode Island
$47K
FC
883
Franchise Capital
Cayman Islands
$46.4K
AF
884
Advisornet Financial
Minnesota
$46.1K
WWA
885
Wealth Watch Advisors
Colorado
$43.8K
Loomis, Sayles & Company
886
Loomis, Sayles & Company
Massachusetts
$43.3K
HIA
887
Harbor Investment Advisory
Maryland
$42.8K
Q1WB
888
Quest 10 Wealth Builders
Virginia
$42.1K
BC
889
Barrett & Company
Rhode Island
$40.8K
BAM
890
Byrne Asset Management
New Jersey
$40.8K
RAM
891
Ramirez Asset Management
New York
$40.8K
AWM
892
AllSquare Wealth Management
New York
$40.3K
Bank Julius Baer & Co
893
Bank Julius Baer & Co
Switzerland
$39.8K
BCWM
894
Bartlett & Co Wealth Management
Ohio
$39.3K
PSB
895
Piscataqua Savings Bank
New Hampshire
$36K
SWP
896
Strategic Wealth Partners
Ohio
$35.7K
CSPIA
897
Cary Street Partners Investment Advisory
Virginia
$33.7K
GGI
898
Godsey & Gibb Inc
Virginia
$33.1K
JFGIW
899
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.4K
CWM
900
Cranbrook Wealth Management
Michigan
$30.6K