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Iron Mountain

1,001 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, 360 increasing their positions, 388 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: 1,0341,001 (-33)

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
1,001
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
GWSG
876
GPS Wealth Strategies Group
Colorado
$51K
HDIM
877
Hanson & Doremus Investment Management
Vermont
$48K
CH
878
Canton Hathaway
Rhode Island
$47K
FC
879
Franchise Capital
Cayman Islands
$46.4K
AF
880
Advisornet Financial
Minnesota
$46.1K
WWA
881
Wealth Watch Advisors
Colorado
$43.8K
Loomis, Sayles & Company
882
Loomis, Sayles & Company
Massachusetts
$43.3K
HIA
883
Harbor Investment Advisory
Maryland
$42.8K
Q1WB
884
Quest 10 Wealth Builders
Virginia
$42.1K
RAM
885
Ramirez Asset Management
New York
$40.8K
BC
886
Barrett & Company
Rhode Island
$40.8K
BAM
887
Byrne Asset Management
New Jersey
$40.8K
AWM
888
AllSquare Wealth Management
New York
$40.3K
Bank Julius Baer & Co
889
Bank Julius Baer & Co
Switzerland
$39.8K
BCWM
890
Bartlett & Co Wealth Management
Ohio
$39.3K
PSB
891
Piscataqua Savings Bank
New Hampshire
$36K
SWP
892
Strategic Wealth Partners
Ohio
$35.7K
CSPIA
893
Cary Street Partners Investment Advisory
Virginia
$33.7K
GGI
894
Godsey & Gibb Inc
Virginia
$33.1K
JFGIW
895
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$32.4K
CWM
896
Cranbrook Wealth Management
Michigan
$30.6K
FNWA
897
Financial Network Wealth Advisors
Utah
$30.6K
HHGA
898
Halbert Hargrove Global Advisors
California
$30.1K
IWP
899
IAG Wealth Partners
Wisconsin
$30.1K
CPBTD
900
Central Pacific Bank - Trust Division
Hawaii
$28.3K