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Iron Mountain

1,006 hedge funds and large institutions have $21.4B invested in Iron Mountain in 2025 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 327 increasing their positions, 408 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

less funds holding

Funds holding:

16% less capital invested

Capital invested by funds: $25.5B → $21.4B (-$4.15B)

20% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 408

46% less funds holding in top 10

Funds holding in top 10: 137 (-6)

Holders
1,006
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$114M
Puts
$70.6M
Net Calls
Net Calls Change

Top Buyers

1 +$295M
2 +$157M
3 +$113M
4
Citadel Advisors
Citadel Advisors
Florida
+$99M
5
Vontobel Holding
Vontobel Holding
Switzerland
+$57.2M

Top Sellers

1 -$296M
2 -$94.8M
3 -$60.8M
4
UBS Group
UBS Group
Switzerland
-$59.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
876
Bartlett & Co Wealth Management
Ohio
$27.7K
GGI
877
Godsey & Gibb Inc
Virginia
$27K
CA
878
CoreCap Advisors
Michigan
$26.6K
QC
879
Quent Capital
New York
$26.1K
HFS
880
Hantz Financial Services
Michigan
$26K
GAFA
881
Garton & Associates Financial Advisors
Kentucky
$25.3K
NSIM
882
North Star Investment Management
Illinois
$25.2K
CWM
883
Cranbrook Wealth Management
Michigan
$24.9K
FNWA
884
Financial Network Wealth Advisors
Utah
$24.9K
PP
885
PFS Partners
New Jersey
$24.9K
CSPIA
886
Cary Street Partners Investment Advisory
Virginia
$24.7K
IWP
887
IAG Wealth Partners
Wisconsin
$24.5K
RAM
888
Reflection Asset Management
South Carolina
$23.6K
WBC
889
West Branch Capital
Massachusetts
$22.8K
VR
890
Vision Retirement
New Jersey
$20.8K
HHGA
891
Halbert Hargrove Global Advisors
California
$20.7K
IWM
892
IMG Wealth Management
Florida
$20.2K
NFSG
893
Newbridge Financial Services Group
Florida
$20.1K
PWAM
894
Private Wealth Asset Management
Iowa
$19.9K
RF
895
Rossby Financial
Florida
$19.1K
GFA
896
Godfrey Financial Associates
New York
$19K
AWM
897
Activest Wealth Management
Florida
$18.8K
P
898
Palladiem
Pennsylvania
$17.9K
BA
899
Blueline Advisors
New Hampshire
$17.5K
FMII
900
Farmers & Merchants Investments Inc
Nebraska
$17.1K