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Iron Mountain

1,010 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, 390 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: 1,0381,010 (-28)

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
1,010
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
AGWCA
876
Annis Gardner Whiting Capital Advisors
Florida
$54.8K
WTA
877
Washington Trust Advisors
Massachusetts
$54K
SSG
878
Summit Securities Group
New York
$51.8K
FDCP
879
Foster Dykema Cabot & Partners
Massachusetts
$51.8K
HBW
880
Hazlett, Burt & Watson
West Virginia
$51K
CA
881
Crewe Advisors
Utah
$51K
GWSG
882
GPS Wealth Strategies Group
Colorado
$51K
HDIM
883
Hanson & Doremus Investment Management
Vermont
$48K
CH
884
Canton Hathaway
Rhode Island
$47K
FC
885
Franchise Capital
Cayman Islands
$46.4K
AF
886
Advisornet Financial
Minnesota
$46.1K
WWA
887
Wealth Watch Advisors
Colorado
$43.8K
Loomis, Sayles & Company
888
Loomis, Sayles & Company
Massachusetts
$43.3K
HIA
889
Harbor Investment Advisory
Maryland
$42.8K
Q1WB
890
Quest 10 Wealth Builders
Virginia
$42.1K
BC
891
Barrett & Company
Rhode Island
$40.8K
BAM
892
Byrne Asset Management
New Jersey
$40.8K
RAM
893
Ramirez Asset Management
New York
$40.8K
AWM
894
AllSquare Wealth Management
New York
$40.3K
Bank Julius Baer & Co
895
Bank Julius Baer & Co
Switzerland
$39.8K
BCWM
896
Bartlett & Co Wealth Management
Ohio
$39.3K
PSB
897
Piscataqua Savings Bank
New Hampshire
$36K
SWP
898
Strategic Wealth Partners
Ohio
$35.7K
CSPIA
899
Cary Street Partners Investment Advisory
Virginia
$33.7K
GGI
900
Godsey & Gibb Inc
Virginia
$33.1K